David Dewayne Ehlert

Employer firm

Arbor Family Wealth Advisors, Inc. CRD 142270

10 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/1979 → Present
  New York Life Insurance Company
  Stockton, CA
• 07/2001 → Present
  M Holdings Securities, Inc.
  Lodi, CA
• 03/2014 → Present
  M Advisory Group
  Lodi, CA
• 05/1998 → Present
  Arbor Family Wealth Advisors, Inc.
  Lodi, CA

Previous Registrations

• 2006-02-17 → 2008-01-02
  Canterbury Consulting Incorporated
  Newport Beach, CA

Other Businesses

1) M ADVISORY GROUP; 2377 CRENSHAW BLVD SUITE 150 TORRANCE, CA 90501; MEMBER FIRM AFFILIATION; INVESTMENT RELATED; MARKETER; SALES AND SERVICE OF LIFE INSURANCE; 01/31/2014; 60 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING HOURS. 2) ARBOR FAMILY WEALTH ADVISORS, INC.; 116 NORTH PLEASANT AVE, LODI, CA 95240; PRESIDENT; SINCE JUNE 14 2012; INVESTMENT RELATED; 20 HOURS/MONTH 20 DURING BUSINESS; CONSULTING FEES. 3) DAVID D. EHLERT; 3255 WEST MARCH LANE, SUITE 300, STOCKTON, CA 95209; 10/1979; ACTIVE RETIRED AGENT; SALE AND SERVICE OF NON-VARIABLE LIFE INSURANCE; NOT INVESTMENT RELATED; 2 HOURS/MONTH; 2 HOURS/MONTH DURING BUSINESS HOURS; COMMISSIONS. 4) DOUBLE D AG, LLC; BURGE RD, STOCKTON, CA 95215; 01/01/2007; OWNER; CHERRY FARM; NOT INVEST RELATED; 5 HOURS/MONTH, 0 HOURS/MONTH DURING BUSINESS HOURS; PROFITS. 5) DURAFLAME, INC.; 2879 Saint Rose Parkway, Suite 200, Henderson NV 89052; MANUFACTURE AND SALE OF CONSUMER PRODUCTS; NOT INVESTMENT RELATED; BOARD OF DIRECTORS;ATTEND BOARD MEETINGS AND HELP WITH STRATEGIC PLANNING; 01/01/2022; 5 HOURS PER MONTH; 2 HOURS PER MONTH DURING TRADING 6) LESLIE A JAMES TRUST CUT EHLERT RFT; 4676 BURGE ROAD, STOCKTON CA 95215; TRUST; INVESTMENT RELATED; TRUSTEE; ADMINISTRATION OF THE TRUST; 08/16/2021; 3 HOURS PER MONTH; 3 HOURS PER MONTH DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-07-22
• S63 Uniform Securities Agent State Law Examination
  1996-09-16

Designations

• Chartered Financial Consultant