Loren
Ehlers
Centaurus Financial, Inc
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About this Advisor
Loren Ehlers is a financial advisor operating out of Laguna Beach, California who has 19 years of relevant experience. Ehlers is an employee of Centaurus Financial, Inc. Over the course of their career, Ehlers has held roles at Loren E Ehlers, Clu, Tame Financial Services Inc and Centaurus Financial, Inc. Ehlers maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Centaurus Financial, Inc is a financial advisory business operating out of Anaheim, CA. It has offices in 174 locations and a total of 616 financial advisors. It manages $5 billion in assets between its 32,255 client accounts, making it one of the largest firms in the country by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth investors who have at least $1 million in assets. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees charged by financial advisors typically are based on which services the firm provides the client. However, fees billed by Centaurus Financial, Inc likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
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
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Loren Ehlers Work History
Loren has been registered as a financial advisor for 19 years.*
Centaurus Financial, Inc
Loren E Ehlers, Clu
Tame Financial 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 Loren Ehlers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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