Loren Ehlers
Loren Ehlers is a registered investment advisor at Centaurus Financial, INC., based in Laguna Beach, CA, with 57 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
Laguna Beach, CA
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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
Loren owns a wholesale clothing supplier, Too Ripped, and dedicates minimal time to it. Loren is also the President/Sales at Tame Financial Services, Inc. and spends about 10-20% of their time selling life insurance and fixed annuities.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Mutual Service Corporation
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Reliastar Financial Marketing CORP.Broker
Private Ledger Financial Services, IncorporatedBroker
Ceco Financial Securities CORP.Broker
Pension Equities CO.Broker
Investogenic Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Newfield Investments IncorporatedBroker
Cna Investor Services, INC.Broker
State Registrations1 state
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.