David Ehlert
David Ehlert is a ChFC-designated registered investment advisor at Arbor Family Wealth Advisors, INC., based in Lodi, CA, with 41 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Arbor Family Wealth Advisors offers ongoing consulting services for $25,000 to $75,000 per year, billed quarterly. This includes monitoring and consulting on tax planning, risk management, investment consulting, business continuity planning, and estate planning.
Arbor Family Wealth Advisors offers financial assessment services and project-based services for fees ranging from $25,000 to $50,000.
Location
116 N. Pleasant Avenue, Lodi, CA, 95240
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved in several outside business activities. These include marketing and selling life insurance through M Advisory Group, serving as president of Arbor Family Wealth Advisors, selling non-variable life insurance as a retired agent, owning a cherry farm through Double D AG, LLC, serving on the board of directors for Duraflame, Inc., and acting as trustee for the Leslie A James Trust. The life insurance sales at M Advisory Group take about a third of David's time.
Employment History
Current Registrations
Arbor Family Wealth Advisors, INC.
M Holdings Securities, INC.Broker
Previous Registrations
Canterbury Consulting Incorporated
M Holdings Securities, INC.
Mutual Service CorporationBroker
Gs2 Securities, INC.Broker
Investment Account Services CORP.Broker
Sj Capital, INC.Broker
New York Life Securities CORP.Broker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.