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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Ehrhardt is a financial advisor with Osaic Wealth, Inc. based in Jefferson City, Missouri. Shawn has been in the industry since March 1999 and has a strong track record of helping clients reach their financial goals. Shawn is committed to providing personalized financial advice and is passionate about helping clients achieve their financial goals.
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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2
MO
01/19/2024 - Present
Osaic Wealth, Inc. (JEFFERSON CITY MO)
MO
06/28/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (JEFFERSON CITY MO)
MO
11/03/2017 - 07/10/2018
LINCOLN FINANCIAL ADVISORS CORPORATION (JEFFERSON CITY MO)
MO
01/22/2003 - 11/06/2017
INVESTMENT CENTERS OF AMERICA, INC. (JEFFERSON CITY MO)
MN
07/01/2002 - 01/13/2003
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
02/22/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
IA
Issued 03/04/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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