badge

Paladin Research Report For:

Marianne Ehlers

Oakwood Wealth Partners

17400 Laguna Canyon Road, Suite 125
Irvine, CA 92618
949-444-8103

About Marianne Ehlers

At the core of our firm are people who care about our clients. The partnerships we've built with our clients were forged through our team's commitment to service. We follow Osaic's philosophy to Serve First, Last, and Always℠. If we can be of service to you, or someone you know, feel free to reach out. We'd be happy to help in any way
we can.

See Disclosures

General Information

CRD#
  • 6667049
Firm CRD#
  • 3978
Insurance License#
  • CA Insurance License 0I57918
Name of Broker/Dealer
  • OSAIC FA, INC.
States Licensed in
  • CA, VA

Qualifications & Membership

Securities Licenses
  • Series 6, Series 7, Series 63, Series 65

Disclosures

CRN-6027480-101623


PaladinRegistry.com provides client referrals to financial professionals of Osaic FA. PaladinRegistry.com is not a current client of Osaic FA for brokerage or investment advisory services. Osiac FA's  financial professionals pay cash compensation to PaladinRegistry.com for client referrals, which gives PaladinRegistry.com a financial incentive to make client referrals to Osaic financial professionals, resulting in a conflict of interest.


Securities and investment advisor services offered through Osaic FA, Inc. member FINRA/SIPC.  Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA.


For more information regarding Osaic FA's investment advisory services, please review Osaic FA's Form CRS and Forms ADV, Part 2A, which are available at:


https://osaic.com/fa/accounts/disclosures

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891691/paladinregistry-Oakwood-Wealth-Partners-detailed-disclosure.html