Michael Ebel

Employer firm

Sofi Wealth LLC CRD 167958

$2.05B regulatory AUM 7,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• 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

• 10/2023 → 04/2024
  Equitable Advisors, Llc
  New York, NY
• 09/2021 → 09/2023
  Eastern Oregon University
  La Grande, OR
• 12/2020 → 03/2023
  L9 Sports, Llc
  Woods Cross, UT
• 09/2020 → 12/2020
  Unemployed
  Salt Lake City, UT
• 03/2020 → 05/2020
  Unemployed
  La Grande, OR
• 02/2020 → 03/2020
  Vail Resorts - Breckenridge
  Breckenridge, CO
• 09/2019 → 02/2020
  Unemployed
  Keystone, CO
• 06/2019 → 08/2020
  Hills Resort
  Priest Lake, ID
• 09/2018 → 06/2019
  Eastern Oregon University
  La Grande, OR
• 06/2018 → 09/2018
  Unemployed
  La Grande, OR
• 07/2017 → 06/2018
  Subway
  La Grande, OR
• 09/2014 → 06/2018
  La Grande High School
  La Grande, OR
• 04/2024 → Present
  Sofi Securities Llc
  Cottonwood Heights, UT
• 04/2024 → Present
  Sofi Wealth Llc
  Cottonwood Heights, UT

Previous Registrations

• 2023-11-28 → 2024-05-02
  Equitable Advisors, Llc
  Salt Lake City, UT

Exams

• S66 Uniform Combined State Law Examination
  2023-11-25

Other Names

• Michael Ebel
• Michael Doyle Ebel