Advisor at Arbor Family Wealth Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Arbor Family Wealth Advisors, Inc.
Location
Lodi, CA 95240
Credentials
ChFC®, Series 63, Series 65
Industry experience
41 years
David Ehlert is a financial advisor with Arbor Family Wealth Advisors, Inc. based in Lodi, CA. He holds the ChFC® designation and has 41 years of industry experience. His prior work includes roles at M Advisory Group, M HOLDINGS SECURITIES, Inc., Arbor Family Wealth Advisors, Inc., and NEW YORK LIFE INSURANCE COMPANY. Outside of advisory work, he serves on the board of Duraflame, Inc., a manufacturer and seller of consumer products. Arbor Family Wealth Advisors provides financial assessment, comprehensive wealth management consulting, and project-specific implementation support primarily for high-net-worth individuals and their closely held companies. The firm focuses on high-level wealth planning through fixed consulting fees and typically refers clients to unaffiliated investment managers for portfolio implementation.
Based on Arbor Family Wealth Advisors, Inc.
Based on Arbor Family Wealth Advisors, Inc.
Commissions earned by principal as registered representative for trades and insurance products
Account minimum: $5,000,000 net worth (may be waived at discretion) Fee-only: Assessment services and projects: $25,000 to $50,000; Ongoing consulting services: $25,000 to $75,000 per year billed quarterly
116 N. Pleasant Avenue
Lodi, CA 95240
California
M Advisory Group
2014 - Present (12 years)
M HOLDINGS SECURITIES, Inc.
2001 - Present (25 years)
Arbor Family Wealth Advisors, Inc.
1998 - Present (28 years)
NEW YORK LIFE iNSURANCE COMPANY
1979 - Present (47 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Stockton, CA
Lee R. Robinson & Associates
Series 63
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AL Locy Financial Services LLC
Series 63
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McCann Investment Management, LLC
CFP®, Series 63
Lodi, CA
Aspire Advisory Services
Series 65
Stockton, CA
Boddington Capital, LLC
CFP®, Series 63
Stockton, CA
DKM Wealth Management, Inc.
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