John Ehlers
John Ehlers is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Stillwater, MN, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.
Location
219 Main St N, Stillwater, MN, 55082
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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.
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John works as an investment advisor for Resources Investment Advisors and Channel Financial, dedicating about half of his time to each. He provides investment advice to clients at both firms.
Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Previous Registrations
Sageview Advisory Group, LLC
Triad Advisors LLCBroker
Resources Investment Advisors
LPL Financial LLC
LPL Financial LLCBroker
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations34 states
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