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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dan? Claim Your ProfileDan Robert Ohlwiler is a financial advisor with AE Wealth Management, LLC. Dan has been in the financial services industry since 1981. Dan is a Registered Investment Advisor with the state of California and has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, and other investment advisers. Dan provides a range of financial services including financial planning, portfolio management, and educational seminars. Prior to joining AE Wealth Management, LLC, Dan worked with PlanMember Securities Corporation, Financial West Group, Park Avenue Securities LLC, Guardian Investor Services Corporation, Northwestern Mutual Investment Services, Inc., Robert W. Baird & Co. Incorporated, Masters Capital, Inc., Warner Beck Incorporated, Private Ledger Financial Services, Incorporated, Sentra Securities Corporation, Mutual Benefit Financial Service Company, and Great American Securities Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
07/20/2017 - Present
AE Wealth Management, LLC (Mission Viejo CA)
CA
02/14/2008 - 03/03/2009
PLANMEMBER SECURITIES CORPORATION (MISSION VIEJO CA)
NV
04/21/2001 - 12/02/2002
FINANCIAL WEST GROUP (RENO NV)
NY
05/03/1999 - 02/25/2000
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/08/1997 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
WI
06/26/1992 - 03/09/1995
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
06/26/1992 - 12/31/1992
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
03/20/1989 - 04/04/1992
MASTERS CAPITAL, INC.
NA
05/19/1987 - 01/23/1989
WARNER BECK INCORPORATED
NA
01/14/1986 - 05/20/1987
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
02/22/1984 - 01/28/1986
SENTRA SECURITIES CORPORATION
NA
12/18/1981 - 06/01/1984
MUTUAL BENEFIT FINANCIAL SERVICE COMPANY
NA
11/09/1982 - 12/06/1983
GREAT AMERICAN SECURITIES INC.
IA
Issued 06/21/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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