Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid D. Ehlert is a financial advisor with Arbor Family Wealth Advisors, Inc. in Lodi, California. David has been in the financial services industry for over 35 years. David holds Series 6, 63, 22, and 65 licenses. David is a Chartered Financial Consultant. David is currently registered with the state of California as a Registered Investment Advisor (IA) and as a Broker-Dealer (BD) and also holds licenses in the following states: Delaware, Florida, Hawaii, Missouri, Montana, Nevada, New Jersey, New York, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, and Wyoming. Arbor Family Wealth Advisors, Inc. provides financial planning and selection of other advisors to individuals, high net worth individuals, and corporations.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CA
01/07/2008 - Present
Arbor Family Wealth Advisors, Inc. (LODI CA)
MA
03/22/1993 - 07/16/2001
MUTUAL SERVICE CORPORATION (BOSTON MA)
WI
10/13/1992 - 11/30/1994
GS2 SECURITIES, INC. (MILWAUKEE WI)
WI
05/15/1989 - 01/01/1992
INVESTMENT ACCOUNT SERVICES CORP. (MILWAUKEE WI)
NA
10/31/1985 - 01/04/1989
SJ CAPITAL, INC.
NA
09/21/1983 - 10/15/1985
NEW YORK LIFE SECURITIES CORP.
IA
Issued 07/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/20/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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