Carl
Ermelbauer
Wealthsource®
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About this Advisor
Carl Ermelbauer is a certified financial planner operating in Woodland Hills, California who has 4 years of relevant experience. Ermelbauer is an advisor for Wealthsource®. Over the course of their career, Ermelbauer has held roles at Jpmorgan Chase Bank, N.A, Jp Morgan Securities LLC, Bank Of Montreal, Royal Bank Of Canada, Central Strategies LLC, Ameriprise Financial Services, Inc, Dfpg Investments, Inc, American Financial Network Advisory Services, LLC, International Assets Advisory, LLC and Wealthsource Partners, LLC. Ermelbauer maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in California and Texas. Wealthsource® is a registered investment firm based in San Luis Obispo, CA. The company has offices in 39 locations and a total of 71 advisors. It administers $2 billion in assets under management between its 6,375 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to six charities and foundations. Of its 6,375 accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets. Wealthsource® has a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advice depend on the type of services offered. Fee types billed by Wealthsource® likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Carl Ermelbauer Work History
Carl has been registered as a financial advisor for 4 years.*
Wealthsource Partners, LLC
International Assets Advisory, LLC
Wealthsource Partners, LLC
Ameriprise Financial Services, Inc
Dfpg Investments, Inc
American Financial Network Advisory Services, LLC
Central Strategies LLC
Jpmorgan Chase Bank, N.A
Jp Morgan Securities LLC
Bank Of Montreal
Royal Bank Of Canada
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Carl Ermelbauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthsource®
San Luis Obispo, CA
Mission Viejo, CA
Tulsa, OK
Grand Junction, CO
Boulder, CO
Manhattan Beach, CA
Grand Junction, CO
Highlands Ranch, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
