Michael Ehlenbeck (CRD# 6550161) is an Investment Advisor Representative working at Core Wealth Advisors, Inc. in Lakeland, FL and has over 8 years of experience in the finance industry. Michael Ehlenbeck has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5383309
Truist Advisory Services, Inc.
CRD# 2800204
Lpl Financial LLC
CRD# 5963139
J.p. Morgan Securities LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Core Wealth Advisors, Inc. | Lakeland, FL | May 2017 - Current | 7 |
Smart Realty | Lakeland, FL | Nov 2014 - Current | 9 |
Cps Investment Advisors | Lakeland, FL | Aug 2015 - May 2017 | 1 |
United Way Of Central Florida | Highland City, FL | Aug 2008 - Jul 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jan 2016 |
- FL
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Total Assets Under Management506MILLIONS
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Total Number of Accounts936ACCOUNTS
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Average Account Value$541,054
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, GA, NC, NY, PA, TN, TX
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