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Marianne + Ehlers - Financial Advisor in Irvine, CA

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 Lincoln Financial Advisors' 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

Firm Start Year
CRD#
  • 6667049
Firm CRD#
  • 3978
Insurance License#
  • CA Insurance License 0I57918
Name of Broker/Dealer
  • LINCOLN FINANCIAL ADVISORS CORPORATION
States Licensed in
  • CA, VA

Qualifications & Membership

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

Disclosures

PaladinRegistry.com provides client referrals to financial professionals of Lincoln Financial Advisors Corporation ("LFA"). PaladinRegistry.com is not a current client of LFA for brokerage or investment advisory services. LFA's financial professionals pay cash compensation to PaladinRegistry.com for client referrals, which gives PaladinRegistry.com a financial incentive to make client referrals to LFA's financial professionals, resulting in a conflict of interest.


Marianne Ehlers is a registered representative of Lincoln Financial Advisors Corp.  Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.  Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp.


CRN-6027480-101623

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

https://www.lincolnfinancial.com/public/general/clientdisclosures.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1891691/paladinregistry-oakwood-wealth-partners-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY