Carl Ermelbauer (CRD# 6674215) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 7 years of experience in the finance industry. Carl Ermelbauer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5662176
Deane Retirement Strategies, Inc.
CRD# 1451905
Newedge Advisors
CRD# 2754864
Deane Retirement Strategies, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Newedge Advisors, LLC | New Orleans, LA | Oct 2023 - Current | < 1 |
| Wealthsource Partners, LLC | Santa Clarita, CA | May 2023 - Current | < 1 |
| Wealthsource Partners, LLC | Woodland Hills, CA | Mar 2020 - May 2023 | 3 |
| Wealthsource Partners, LLC | Santa Monica, CA | Dec 2019 - Feb 2020 | < 1 |
| International Assets Advisory, LLC | Calabasas, CA | May 2019 - Nov 2019 | < 1 |
| American Financial Network Advisory Services, LLC | Calabasas, CA | Oct 2018 - Nov 2019 | 1 |
| Dfpg Investments, Inc. | Calabasas, CA | Oct 2018 - Dec 2018 | < 1 |
| Unemployed | Los Angeles, CA | Aug 2018 - Sep 2018 | < 1 |
| Ameriprise Financial Services, Inc. | New York, NY | Jan 2018 - Jul 2018 | < 1 |
| Central Strategies LLC | New York, NY | Aug 2017 - Jan 2018 | < 1 |
| Jpmorgan Chase Bank, N.a. | New York, NY | Jun 2016 - Aug 2017 | 1 |
| Jp Morgan Securities LLC | New York, NY | Jun 2016 - Aug 2017 | 1 |
| Unemployed | New York, NY | Apr 2016 - May 2016 | < 1 |
| Bank Of Montreal | Red Deer, | Sep 2014 - Mar 2016 | 1 |
| Royal Bank Of Canada | Calgary, | Feb 2012 - Aug 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2016 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2019 |
- CA
- TX
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Total Assets Under Management18,432MILLIONS
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Total Number of Accounts62,249ACCOUNTS
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Average Account Value$296,108
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