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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-05 |
Branch Locations
130 East Epler Avenue Suite A, Indianapolis, IN 46227-1987 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ehlen Heldman & Company | Indianapolis | IN | 02/1988 | Present |
| 1St Global Capital Corp. | Indianapolis | IN | 02/2008 | 10/2019 |
| 1St Global Advisors, Inc. | Indianapolis | IN | 02/2008 | 10/2019 |
| Avantax Insurance Services, Inc. | Indianapolis | IN | 05/2008 | 09/2025 |
| Avantax Investment Services, Inc. | Indianapolis | IN | 10/2019 | 09/2025 |
| Avantax Advisory Services | Indianapolis | IN | 10/2019 | 09/2025 |
| Cetera Wealth Services, Llc | Indianapolis | IN | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) EHC REALTY, LLC; POSITION: PARTNER NATURE: REAL ESTATE HOLDING INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: Indianapolis IN , US; Real estate. 2) EHLEN HELDMAN & COMPANY; POSITION: PRINCIPAL NATURE: NEW DOMAIN NAME INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 200 START DATE: 02/01/1988 ADDRESS: Indianapolis IN 49227, US; New domain name for a new website for tax, accounting and wealth services. Same as our current domain name: ehccpa.com. 3) EHLEN HELDMAN & COMPANY; POSITION: PRINCIPAL NATURE: NEW DOMAIN NAME INVESTMENT RELATED: No NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 7 START DATE: 02/01/1988 ADDRESS: 130 E Epler Ave Ste A, Indianapolis IN 46227, US; New domain name for a new website for tax, accounting and wealth services. Same as our current domain name: ehccpa.com. 4) EHC WEALTH ADVISORS, LLC (FORMALLY EHC WEALTH CARE, LLC); POSITION: OWNER NATURE: FINANCIAL SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 02/01/2008; 130 E Epler Ave Ste A, NULL, Indianapolis IN 46227, US; Duties and Responsibilities Related to Offering Financial Services or Products Through Avantax.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-16 |
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