Travis Ehlen is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 14 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold.
Location
130 E Epler Avenue, Suite A, Indianapolis, IN, 46227
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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
Travis is a financial planner and wealth department manager, dedicating nearly full-time hours to this role. He also owns a CPA firm and works as an insurance agent, spending minimal time on these activities.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations17 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.
Exams
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