Taylor J Ehrman

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2016 → 10/2017
  Key Investment Services,Llc
  Cleveland, OH
• 07/2016 → 09/2016
  Keybank
  Noblesville, IN
• 09/2016 → 10/2017
  Keybank
  Noblesville, IN
• 10/2017 → 09/2022
  First Allied Securities, Inc.
  San Diego, CA
• 01/2019 → 11/2020
  First Allied Advisory Services, Inc.
  San Diego, CA
• 11/2020 → 10/2022
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → 10/2022
  Cetera Advisors Llc
  Indianapolis, IN
• 10/2022 → 01/2024
  Woodbury Financial Services Inc
  Carmel, IN
• 01/2024 → Present
  Osaic Wealth, Inc.
  Carmel, IN

Previous Registrations

• 2022-10-05 → 2024-01-19
  Woodbury Financial Services, Inc.
  Carmel, IN
• 2020-11-12 → 2022-10-28
  Cetera Investment Advisers Llc
  Indianapolis, IN
• 2019-01-03 → 2020-11-12
  First Allied Advisory Services, Inc.
  Indianapolis, IN

Other Businesses

1) FINANCIAL PARTNERS GROUP LLC POSITION: Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/05/2022 ADDRESS: 571 Monon Blvd, Suite 150, Carmel IN 46032, United States DESCRIPTION: sell and service fixed life insurance products 2) ST. MARY'S COMMONS HOA III POSITION: Treasurer NATURE: Non-Profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: 234 E Ninth St, Ste B01, Indianapolis IN 46204, United States DESCRIPTION: review financial statements provided by management company periodically. I do not have access/control of any funds/banks related to the HOA. 3) EHRMAN STANDARD LLC POSITION: Owner NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2019 ADDRESS: 1032 N New Jersey St, Indianapolis IN 46202, United States DESCRIPTION: Owner of Ehrman Standard LLC. HOLDING COMPANY OR TAX/BILL PAYMENT ENTITY 4) FINANCIAL PARTNERS GROUP LLC POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2022 ADDRESS: 571 Monon Blvd, Suite 150, Carmel IN 46032, United States DESCRIPTION: Financial Advisor 5) EHRMAN WEALTH MANAGEMENT POSITION: Owner NATURE: This is a DBA "Assumed Name" which will be used for marketing purposes only. This will be a marketing name for my securities business through Osaic. INVESTMENT RELATED: Yes NUMBER OF HOURS: 127 SECURITIES TRADING HOURS: 127 START DATE: 11/01/2024 ADDRESS: 1032 n new jersey St, Indianapolis IN 46202, United States DESCRIPTION: financial advisor. 6) PRACTICAL PROPERTY GROUP POSITION: laborer NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 0 START DATE: 01/06/2025 ADDRESS: 772 E 226 St, Sheridan IN 46069, United States DESCRIPTION: shortage of guys to plow show. Friend runs the company and needs help. Will only assist outside of regular business hours/trading hours. 7) EHRMAN WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/05/2022 ADDRESS: 750 Veterans Way, Ste 120, Carmel IN 46032, United States DESCRIPTION: Financial Advisor - Life Insurance Sales directly with Penn Mutual

Exams

• S66 Uniform Combined State Law Examination
  2018-05-07
• S63 Uniform Securities Agent State Law Examination
  2017-02-17

Other Names

• Tj Ehrman