Elizabeth
Ehlen

Oppenheimer & Co. Inc

CRD#5155920
Investment Advisor
in Bellevue, WA

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About this Advisor

Elizabeth Ehlen is a financial advisor based in Bellevue, Washington who has 1 year of relevant experience. Ehlen is an advisor for Oppenheimer & Co. Inc. Ehlen has gained experience at Commerce Brokerage Services Inc and Oppenheimer & Co. Inc. Ehlen holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to advise clients in Illinois, Missouri and Washington. Oppenheimer & Co. Inc is a financial advisory company based in New York, NY. The company has offices in 118 locations and a total of 2,784 financial advisors. It oversees $23 billion in total assets between its 32,333 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to 145 charitable organizations. Of its 32,333 accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management depend on which services are provided. Fees charged by Oppenheimer & Co. Inc can be comprised of asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Office Location

500 108Th Avenue Ne Suite 2100
Bellevue, WA 98004

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Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$22,650,951,893

WA Average: $7,464,549,021
Total Number of Employees

2,784

WA Average: 88
Total Number of Accounts

32,333

WA Average: 3,892
Average Account Size

$700,552

WA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Elizabeth Ehlen Work History

Elizabeth has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Oppenheimer & Co. Inc

2013 - 2017 (4 years)

Commerce Brokerage Services Inc

*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 Elizabeth 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 Oppenheimer & Co. Inc

Javier Ajjam Altimari
Houston, TX
Hugo Bartell
Charlotte, NC
Bradley Phillips
Atlanta, GA
Elizabeth Ehlen
Bellevue, WA
Alan Woller
Princeton, NJ
Kevin Baum
New York, NY
Jaclyn Bedford
New York, NY
Brian Kutsmeda
Boca Raton, FL

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.

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