Travis Ehlen is a CFP-designated registered investment advisor, based in Greenwood, IN, with 13 years of industry experience.
Location
Greenwood, IN
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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.
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
September 2025 - Present · 1 yr
Cetera Wealth Services, LLC
September 2025 - Present · 1 yr
Cetera Wealth Services, LLCBroker
September 2025 - Present · 1 yr
Previous Registrations
Avantax Advisory Services
October 2019 - September 2025 · 5 yrs 11 mos
Avantax Investment Services, INC.Broker
October 2019 - September 2025 · 5 yrs 11 mos
1st Global Advisors INC
October 2012 - October 2019 · 7 yrs
1st Global Capital CORP.Broker
August 2012 - October 2019 · 7 yrs 2 mos
State Registrations15 states
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AdvisorBrokerBoth
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
No exam information available for this advisor.