Dale K. Ehrhart, Inc.

Dale K. Ehrhart, Inc. (CRD# 35971) is a financial advisory firm headquartered in Venice, FL. They manage $1,002,097,118 in 1,540 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,002
    MILLION
  • Total Number of Accounts
    1,540
    ACCOUNTS
  • Average Account Value
    $650,712
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, GA, ID, IL, KS, MI, MN, MO, TX, VA

Financial Advisors at Dale K. Ehrhart, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Robert C. Keyser
CRD#: 857271
100-a W Venice Ave, Venice, FL 34285
96
Wealthminder
score

Robert Keyser (CRD# 857271) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 36 years of experience in the finance industry. Robert Keyser 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.

2
Michael W. Hartley
CRD#: 4828732
101 W. Venice Ave., #22, Venice, FL 34275
93
Wealthminder
score

Michael Hartley (CRD# 4828732) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 12 years of experience in the finance industry.

3
Byron A. Sanders
CRD#: 835737
100-a W Venice Ave, Venice, FL 34285
93
Wealthminder
score

Byron Sanders (CRD# 835737) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 28 years of experience in the finance industry.

4
Thomas B. Trammell
CRD#: 1003389
100-a W Venice Ave, Venice, FL 34285
83
Wealthminder
score

Thomas Trammell (CRD# 1003389) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 31 years of experience in the finance industry.

5
Michael T. Hartley
CRD#: 1522614
100-a W Venice Ave, Venice, FL 34285
76
Wealthminder
score

Michael Hartley (CRD# 1522614) is an Investment Advisor Representative working at Dale K. Ehrhart, Inc. in Venice, FL and has over 29 years of experience in the finance industry. Michael Hartley 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.

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