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Marianne Sellers Ehlers

Osaic Wealth, Inc.

Irvine, CA

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Current Employers
Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-24
  • CA RA
    APPROVED
    Since 2025-01-24

Branch Locations

17400 Laguna Canyon Road Suite 125, Irvine, CA 92618 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
New York Life Insurance Company Irvine CA 06/2016 Present
Nylife Securities, Llc Irvine CA 12/2016 Present
Futurefirst Financial & Insurance Services Irvine CA 07/2018 Present
Lincoln Financial Advisors Irvine CA 12/2020 01/2025
Osaic Wealth, Inc. Irvine CA 01/2025 Present
  • 06/2016 → Present
    New York Life Insurance Company
    Irvine, CA
  • 12/2016 → Present
    Nylife Securities, Llc
    Irvine, CA
  • 07/2018 → Present
    Futurefirst Financial & Insurance Services
    Irvine, CA
  • 12/2020 → 01/2025
    Lincoln Financial Advisors
    Irvine, CA
  • 01/2025 → Present
    Irvine, CA
Previous Registrations
  • 2021-02-03 → 2025-01-24
    Osaic Fa, Inc.
    Irvine, CA
    Irvine, CA
Other Businesses

1) MARIANNE EHLERS 18400 VON KARMAN AVE., IRVINE, CA 92612 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER AND SERVICE FIXED INSURANCE PRODUCTS SUCH AS FIXED AND INDEXED ANNUITIES, ACCIDENT, HEALTH, DISABILITY, LONG-TERM CARE, AND TRADITIONAL LIFE INSURANCE. START DATE: 12/01/20 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 0 2) MARIANNE EHLERS 212 S LA ESPERANZA SAN CLEMENTE, CA 92672 CATEGORY: REAL ESTATE RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN AND MAINTAIN RENTAL PROPERTY; COLLECT RENTAL INCOME. START DATE: 9/01/2021 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 3) HOLISTIC WEALTH MANAGEMENT LLC 17400 LAGUNA CANYON RD. STE. 125, IRVINE, CA 92618 CATEGORY: LEGAL ENTITY INVESTMENT RELATED: NO TITLE: OWNER DUTIES: LEGAL ENTITY THROUGH WHICH BUSINESS EXPENSES ARE MANAGED. START DATE: 4/28/23 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 4) SCOPE INSTITUTE POSITION: Director of Education for Orange County and Los Angeles County NATURE: 501(c)3 Non-profit for educational events offered to business owners in Orange County, CA and Los Angeles County, CA INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 1 START DATE: 04/15/2025 ADDRESS: 17400 Laguna Canyon Rd, Suite 125, Irvine CA 92618, United States DESCRIPTION: Lead as the financial planner to help educate business owners with various exit planning strategies.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-01-30
S63 Uniform Securities Agent State Law Examination 2018-07-31
  • S65 Uniform Investment Adviser Law Examination
    2021-01-30
  • S63 Uniform Securities Agent State Law Examination
    2018-07-31
Other Names
  • Marianne S Mcgill
  • Marianne Ehlers Hanrath

View on SEC IAPD

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