Valerie Ehler, financial advisor West Union IA

Valerie Ehler

CRD Number: 4459506
Current Firm: O'brien And Associates, Inc.

Valerie Ehler (CRD# 4459506) is an Investment Advisor Representative working at O'brien And Associates, Inc. in West Union, IA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
O'brien And Associates, Inc. West Union, IA Sep 2019 - Current 4
O'brien And Associates, Inc. West Union, IA Sep 1999 - Sep 2019 20

Valerie Ehler has no recent exams reported.
Contact Info for Valerie K. Ehler
Phone Number: 563-422-3440
Registered State(s):
  • IA
Current Firm Details
O'brien And Associates, Inc.
Firm's CRD Number: 115159
By the Numbers
  • Total Assets Under Management
    36
    MILLIONS
  • Total Number of Accounts
    237
    ACCOUNTS
  • Average Account Value
    $152,975
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

IA

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