Marianne Ehlers

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About Marianne Ehlers

"I'm committed to thoroughly understanding your situation and customizing a comprehensive financial plan to achieve your goals".

Marianne Ehlers is an Investment Advisor Representative with Oakwood Wealth Partners. She enjoys helping individuals and business owners with a holistic approach with the goal of achieving financial independence. She keeps up to date with the latest trends and development in the financial industry by attending seminars and workshops regularly.

Marianne has over 10 years in the financial industry helping clients grow, protect, and distribute their wealth. Marianne believes that financial planning is not only about numbers, but also about people. She enjoys building long-term relationships with her clients and understanding their unique needs and goals. She provides them with comprehensive and personalized advice on topics such as budgeting, cash flow, retirement, tax planning strategies, insurance, and estate planning strategies.

Marianne attended Arizona State University and has a B.S. degree in Health Administration. Marianne is a member of Million Dollar Round Table (MDRT)* and International Exit Planning Association (IEPA). She is also a Business Intelligent Institute Partner which is a Osaic FA initiative focusing on business succession strategies. Marianne is an Orange County native, and lives in San Clemente with her son Carter. Her favorite activities outside of her career are golfing, traveling out of the country, and most recently learning to sail. She is currently pursuing her ASA 101 sailing certification.

*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals^®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Marianne applied for membership and paid a fee to be a member.

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

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Paladin Research Report For:

Oakwood Wealth Partners