Laura Elizabeth Ehlen

Current Employers

Employment History

• 06/2019 → Present
  Laura E. Ehlen Fitness
  Indianapolis, IN
• 01/2022 → Present
  Ehlen Heldman & Company, P.C.
  Indianapolis, IN
• 06/2022 → Present
  Ehc Wealth Advisors Llc
  Indianapolis, IN
• 01/2024 → 09/2025
  Avantax Insurance Services
  Indianapolis, IN
• 05/2021 → 08/2021
  Intelligent Surveillance Corporation
  Forney, TX
• 06/2019 → 01/2020
  O2 Fitness Club
  Charleston, SC
• 01/2024 → 09/2025
  Avantax Investment Services Inc.
  Indianapolis, IN
• 01/2024 → 09/2025
  Avantax Advisory Services
  Indianapolis, IN
• 08/2016 → 06/2019
  University Of Idaho
  Moscow, ID
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Indianapolis, IN
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2024-09-18 → 2025-09-05
  Avantax Advisory Services
  Indianapolis, IN

Other Businesses

1) SINGLE FAMILY RESIDENCE POSITION: owner NATURE: 1. Rental home for tenants.2. Gas, Sewer, trash, and water is provided.3. Garage for parking vehicles.4. General maintenance on house.5. Mortgage payments from rental income. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2016 ADDRESS: 428 N 1st St W, Missoula MT 59802, United States DESCRIPTION: 1. Maintain the house and insurance policy.2. Financial decisions for unexpected expenses.3. Paying mortgage and utility bills.4. Hiring out property management company.5. Paying real estate taxes. 2) LAURA E. EHLEN FITNESS POSITION: Sole Proprietor NATURE: Educate clients on living a healthier lifestyle through nutrition, activity, and mental choices. This program provide guidance on how to prioritize daily activities to meet the clients goals, create better consistent habits, mental coaching through social gatherings, and self-confidence. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2019 ADDRESS: 8609 El Rico Drive, Indianapolis IN 46240, United States DESCRIPTION: 1. Create goals for clients to work towards.2. Provide guidance on meal planning.3. Provide guidance on strength training.4. Weekly check in calls for accountability.5. Trouble shotting health issues with doctors for client based on blood work and lifestyle choices. 3) EHLEN HELDMAN & COMPANY, P.C. POSITION: wealth management coordinator NATURE: 1. Business consulting.2. Payroll Services.2. Bank Reconciliations.3. Individual Tax Returns.4. Corporate Tax Returns.5. Maximizing Current/Future Income. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 10 START DATE: 01/01/2022 ADDRESS: 130 E Epler Avenue Suite A, Indianapolis IN 462271987, United States DESCRIPTION: 1. Providing investment information for tax returns.2. Inputting tax information into Tax software.3. Communication with clients regarding tax returns and investment accounts.4. Aiding CPAs and Accountants with client information.5. Assisting with Property Tax Returns. 4) EHC WEALTH ADVISORS LLC POSITION: back office NATURE: 1.Minimizing taxes2.Maximizing Current/Future Income3.Efficient Credit Management4.Retirement Plans5.Financial Statements & Business Succession INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 100 START DATE: 06/17/2022 ADDRESS: 130 E Epler Avenue Suite A, Indianapolis IN 462271987, United States DESCRIPTION: Performing account maintenance on client accounts such as paperwork, opening/closing accounts, delivering tax forms to CPAs, money movement, etc.; assisting clients on phone calls when accessing client accounts; annualizing income and tax investment projections; preparing retirement projections.

Exams

• S66 Uniform Combined State Law Examination
  2024-09-18

Other Names

• Laura Ehlen