Unclaimed
Michael Ehlenbeck is a financial advisor at Core Wealth Advisors, Inc. Michael has been in the industry for over 8 years and holds the Series 65 license. Michael specializes in working with high-net-worth individuals and families, offering financial planning, portfolio management, and selection of other advisors. Michael is also a Certified Financial Planner. In addition to his financial services, Michael is also a real estate sales associate.
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.
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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FL
06/05/2017 - Present
Core Wealth Advisors, Inc. (LAKELAND FL)
IA
Issued 01/07/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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