Daniel
Ehlen
Sofi Wealth LLC
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About this Advisor
Daniel Ehlen is a financial advisor based in Jacksonville, Florida with 2 years of relevant experience. Ehlen is an advisor for Sofi Wealth LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Pegasus Defense Inc, Unemployed/Medical, Suntrust Investment Services, Inc, Bank Of America, N.A, Sofi Securities LLC and Sofi Wealth LLC. Ehlen holds Series 63 and Series 66 licenses, designating them as a securities representative, and is able to serve investors in Florida. Sofi Wealth LLC is a financial advisory company operating out of San Francisco, CA. The investment advisory business has offices in four locations and a total of 70 financial advisors. It handles $671 million in total assets across its 155,840 accounts, placing it among the larger financial advisory firms in the nation by assets under management. The business offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. A financial advisor's fees largely depend on which service is offered. Fees billed by Sofi Wealth LLC typically consist of other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sofi Wealth LLC Brokerage Details
$671,300,846
70
155,840
$4,308
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Daniel Ehlen Work History
Daniel has been registered as a financial advisor for 2 years.*
Sofi Securities LLC
Sofi Wealth LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Suntrust Investment Services, Inc
Merrill Lynch, Pierce, Fenner & Smith Inc
Pegasus Defense Inc
Unemployed/Medical
*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 Daniel Ehlen 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 Sofi Wealth LLC
San Francisco, CA
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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