ME
ChFC
ME
ChFC

Melvin Howell Ehlert

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
223 advisors
Number of Clients
6,062 clients
Average Client Portfolio
$201K average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$50K
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Location

2556 Ryan, Brenham, TX, 77833

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Melvin owns Melvin Ehlert Jr & Associates, Inc., a corporate life and health insurance agency, dedicating about a quarter of his time to sales and management. He also serves as Vice President of the Board of Trustees for Brenham Independent School District and as a Director for St. Paul's Christian Day School, while working full-time as an IAR for Westpark Wealth Advisors, Inc.

Employment History
Current Registrations
Calton & Associates, INC.Broker
November 2017 - Present · 8 yrs 3 mos
Westpark Wealth Advisors, INC.
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
Ims Securities, INC.Broker
March 2005 - November 2017 · 12 yrs 8 mos
Park Avenue Securities LLCBroker
April 2000 - March 2005 · 4 yrs 11 mos
Park Avenue Securities LLC
April 2000 - March 2005 · 4 yrs 11 mos
MML Investors Services, INC.Broker
March 1988 - April 2000 · 12 yrs 1 mo
Jefferson-Pilot Investor Services, INC.Broker
March 1984 - March 1988 · 4 yrs
American Capital Financial Services, INC.Broker
January 1983 - July 1984 · 1 yr 6 mos
State Registrations2 states
COTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Melvin Howell Ehlert - Financial Advisor | TrueAdvisor