Douglas Ehlen
Douglas Ehlen is a CFP, PFS-designated registered investment advisor at Cetera Investment Advisers LLC, based in Indianapolis, IN, with 24 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
130 East Epler Avenue, Suite A, Indianapolis, IN, 46227-1987
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Douglas is a partner in EHC Realty, LLC, a real estate holding company, and the owner of EHC Wealth Advisors, LLC, offering financial services. He also dedicates full-time hours to Ehlen Heldman & Company, working on a new domain name for tax, accounting, and wealth services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Capital CORP.Broker
1st Global Advisors INC
Raymond James Financial Services, INC.Broker
The Financial Junction
Royal Alliance Associates, INC.Broker
State Registrations5 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.