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Kurt Robert Ehmann

22 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
24 advisors
Number of Clients
1,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$953.8M

Fee Structure

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Location

4821 E 2nd Street, Long Beach, CA, 90803

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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

Kurt is an advisor/owner and involved in business development for CLG, LLC DBA CLG Wealth Management, dedicating nearly full-time hours to this role. He also owns a portion of CLG Holding Company, LLC and is involved in business development for John D Cartwright and Associates, an S-corp supporting advisors, and spends about 10-20% of his time on this.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
January 2024 - Present · 2 yrs 1 mo
Clg LLC
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - December 2023 · 6 mos
Cetera Advisor Networks LLC
June 2006 - June 2023 · 17 yrs
Cetera Advisor Networks LLCBroker
April 2003 - December 2023 · 20 yrs 8 mos
State Registrations23 states
ARAZCACODCGAHIIDILMDMNNCNVNYOHOKORPATXUTVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.