Shawn Lee Ehrhardt

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

• 05/1990 → Present
  Ehrhardt Sun View Angus Farm
  Jefferson City, MO
• 01/2003 → 11/2017
  Investment Centers Of America
  Jefferson, MO
• 11/2017 → 06/2018
  Lincoln Financial Advisors Corp
  Jefferson City, MO
• 06/2018 → 01/2024
  Woodbury Financial Services Inc
  Jefferson City, MO
• 01/2024 → Present
  Osaic Wealth, Inc.
  Jefferson City, MO

Previous Registrations

• 2018-06-28 → 2024-01-19
  Woodbury Financial Services, Inc.
  Jefferson City, MO
  Chesterfield, MO
  Jefferson City, MO
• 2017-11-03 → 2018-07-10
  Osaic Fa, Inc.
  Jefferson City, MO
  Houston, TX
  Jefferson City, MO
• 2003-03-12 → 2017-11-06
  Investment Centers Of America, Inc.
  Jefferson City, MO
  Jefferson City, MO
  Jefferson City, MO
  California, MO
  Warsaw, MO
  Jefferson, MO
  St Roberts, MO
  Jefferson City, MO
  Clinton, MO
  Warsaw, MO
  Lee'S Summit, MO
  Clinton, MO
  Columbia, MO

Other Businesses

1) SMS, LLC- SHOW ME STORAGE POSITION: Member NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 2 START DATE: 08/01/1997 ADDRESS: 4806 Route C, Jefferson City MO 65109, United States DESCRIPTION: Storage unit business 2) EHHARDT SUN VIEW FARM POSITION: Partner NATURE: Partnership INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 0 START DATE: 05/01/1990 ADDRESS: 58885 Hwy. C, Russellville MO 65074, United States DESCRIPTION: Cattle farm 3) EHRHARDT FINANCIAL POSITION: agent NATURE: Selling various fixed insurance products INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 04/04/2018 ADDRESS: 4908 Route C , Jefferson City Missouri 65109 DESCRIPTION: agent 4) EF HOLDINGS, LLC POSITION: Registered agent NATURE: LLC INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 03/21/2018 ADDRESS: 58885 Hwy. C, Russellville MO 65074, United States DESCRIPTION: It is the entity that I use to pay business expenses for Ehrhardt Financial, via a checking account 5) COLE COUNTY R1 ARCHERY POSITION: Head archery coach NATURE: Local school district INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 0 START DATE: 09/22/2023 ADDRESS: 13600 Route C, Russellvile MO 65074, United States DESCRIPTION: Assist the archery team at Cole R1 School District at practice and tournaments

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-03-04
• S63 Uniform Securities Agent State Law Examination
  1999-03-01

Other Names

• Shawn Lee Erhardt