Travis N Ehlen

Current Employers

Employment History

• 04/2012 → Present
  Ehlen Heldman & Co.
  Indianapolis, IN
• 08/2012 → 10/2019
  1St Global Capital Corp.
  Indianapolis, IN
• 08/2012 → 10/2019
  1St Global Advisors Inc.
  Indianapolis, IN
• 08/2012 → 09/2025
  Avantax Insurance Services, Inc.
  Indianapolis, IN
• 10/2019 → 09/2025
  Avantax Investment Services, Inc.
  Indianapolis, IN
• 10/2019 → 09/2025
  Avantax Advisory Services
  Indianapolis, TX
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2019-10-25 → 2025-09-05
  Avantax Advisory Services
  Dallas, TX
  Indianapolis, IN
  Greenwood, IN
• 2012-10-24 → 2019-10-25
  1St Global Advisors Inc
  Indianapolis, IN

Other Businesses

1) EHLEN HELDMAN POSITION: Financial Planner & Wealth Department Manager NATURE: WEALTH MANAGEMENT INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 9 START DATE: 11/04/2016 ADDRESS: Indianapolis IN 46227, United States DESCRIPTION: Using a marketing name to brand the CPA practice and Wealth Management Practice. Manage department operations. 2) EHC WEALTH ADVISORS, LLC. POSITION: FINANCIAL ADVISOR NATURE: FINANCIAL SERVICES INVESTMENT RELATED: No NUMBER OF HOURS: 144 SECURITIES TRADING HOURS: 144 START DATE: 04/30/2012 ADDRESS: 130 E Epler Ave. Ste A, Indianapolis IN 46227, United States DESCRIPTION: I WORK APPROX 36 HOURS PER WORK FOR EHC WEALTH ADVISORS AND 4 HOURS PER WEEK FOR EHLEN HELDMAN & CO PREPARING TAX PROJECTIONS OR OTHER ADMIN FUNCTIONS. 3) EHLEN HELDMAN & CO. P.C. POSITION: owner NATURE: CPA - tax and accounting INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 09/15/2019 ADDRESS: 130 E Epler Ave, Suite A, Indianapolis IN 46227, United States DESCRIPTION: preparing tax projections and other admin activities

Exams

• S66 Uniform Combined State Law Examination
  2012-10-23

Designations