John Ehlers

Advisor at Merrill

Updated today
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Firm

Merrill

Location

Stillwater, MN 55082

Credentials

Series 66

Industry experience

25 years

About

John Ehlers is a Senior Financial Advisor with Merrill Lynch Wealth Management, where he focuses on helping clients manage their wealth through personalized financial strategies. He works closely with clients to develop tailored approaches that align with their long-term goals, drawing on the resources of Merrill for investment insights and Bank of America for banking and lending solutions.

With a career dedicated to building trusting relationships, John specializes in providing advice and guidance for complex personal and business financial situations. He holds the Personal Investment Advisor (PIA) designation and earned a bachelor's degree from the University of Iowa. In addition to his professional role, John is actively involved in community service, volunteering with local organizations in line with Merrill’s tradition of community participation.

Expertise

Wealth management

Work history

Bank of America, N.A.

2023 - Present (3 years)

Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED

2023 - Present (3 years)

SageView Advisory Group, LLC

2021 - 2023 (2 years)

Resources Investment Advisors

2018 - 2021 (3 years)

Triad Advisors

2018 - 2021 (3 years)

Foundations Retirement Consulting

2015 - 2018 (3 years)

LPL FINANCIAL

2010 - 2019 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Samuel S

Series 63, Series 66

White Bear, MN

Greenup Wealth

Sam Schuette is a seasoned wealth advisor with over two decades of experience helping individuals and families plan for financial security and life milestones. As Vice President and Wealth Advisor at GreenUp Wealth Management, Sam works with clients to develop financial strategies tailored to their goals — including retirement planning, investment guidance, and overall wealth management.  Before joining GreenUp, Sam spent more than a decade at Scottrade, Inc., where he built strong client relationships and led teams of investment professionals. He also served in financial advisory and wealth planning roles at several other firms, bringing a depth of practical experience across markets, financial planning disciplines, and client service.  Sam holds a Bachelor of Science in Agriculture & Food Business Management with a focus in Finance from the University of Minnesota. Outside of work, he enjoys time with his family, outdoor activities, and community engagement.

Wealth management General retirement planning Income planning General tax planning General estate planning guidance Retired Executive Founder/Business Owner Self-Employed Consultant Approaching retirement Established Professionals Gen X (Born 1965-1980) Baby Boomers (Born 1946-1964)

Andrew M

Series 66

Mahtomedi, MN

Edward Jones

Divorce financial planning Retirement income strategy General retirement planning Wealth management Business ownership considerations Founder/Business Owner

Chad R

Series 66

Woodbury, MN

Edward Jones

Divorce financial planning Business ownership considerations Retirement income strategy General retirement planning Wealth management Founder/Business Owner

Eric E

Series 66

White Bear Lake, MN

Edward Jones

Retirement income strategy Business ownership considerations Business exit / sale strategy Business succession planning General estate planning guidance Founder/Business Owner Intergenerational Families

Lynne A

Series 66

Oakdale, MN

Fidelity

Lynne Amen is a Financial Consultant at Fidelity Investments, a position she has held since 2023. She has been with Fidelity Investments since 2021, progressing through roles including Financial Representative, Relationship Manager, and Investment Consultant. In her current role, Lynne collaborates with clients to help them work toward their financial goals. Before joining Fidelity, Lynne worked as a college professor, which has contributed to her ability to simplify complex financial concepts and empower clients to make informed decisions based on their individual needs. Her approach emphasizes honesty, thoughtfulness, and professionalism. Outside of her professional work, Lynne enjoys family activities, exploring food, visiting museums, engaging with music and theater, and traveling.

Wealth management

Derek F

CFP®, Series 66

Stillwater, MN

Edward Jones

Business ownership considerations Entity structure planning (LLC, S-Corp) Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Business succession planning Founder/Business Owner Executive Technology Professional Doctor or Medical Professional Engineering Professional
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