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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Michael Ehlers is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. John has been in the industry since November 14, 2000 and has worked with a number of firms, including Triad Advisors LLC, LPL Financial LLC, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated. John holds Series 66, 7, 31 and SIE licenses. John is currently licensed in Minnesota, Florida, Illinois, Missouri, Texas, Washington and Wisconsin.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MN
11/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STILLWATER MN)
MN
03/15/2019 - 12/31/2021
TRIAD ADVISORS LLC (Golden Valley MN)
MN
10/01/2010 - 04/09/2019
LPL FINANCIAL LLC (SAINT LOUIS PARK MN)
MN
06/01/2009 - 10/14/2010
MORGAN STANLEY SMITH BARNEY (BLOOMINGTON MN)
MN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMINGTON MN)
MN
11/15/2000 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMINGTON MN)
BOTH
Issued 12/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 11/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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