"I'm committed to thoroughly understanding your situation and customizing a comprehensive financial plan to achieve your goals".
Marianne Ehlers is an Investment Advisor Representative with Lincoln Financial Advisors. She enjoys helping individuals and business owners with a holistic approach with the goal of achieving financial independence. She keeps up to date with the latest trends and development in the financial industry by attending seminars and workshops regularly.
Marianne has over 10 years in the financial industry helping clients grow, protect, and distribute their wealth. Marianne believes that financial planning is not only about numbers, but also about people. She enjoys building long-term relationships with her clients and understanding their unique needs and goals. She provides them with comprehensive and personalized advice on topics such as budgeting, cash flow, retirement, tax planning strategies, insurance, and estate planning strategies.
Marianne attended Arizona State University and has a B.S. degree in Health Administration. Marianne is a member of Million Dollar Round Table (MDRT)* and International Exit Planning Association (IEPA). She is also a Business Intelligent Institute Partner which is a Lincoln Financial Advisors initiative focusing on business succession strategies. Marianne is an Orange County native, and lives in San Clemente with her son Carter. Her favorite activities outside of her career are golfing, traveling out of the country, and most recently learning to sail. She is currently pursuing her ASA 101 sailing certification.
*The Million Dollar Round Table membership is independently produced by The Premier Association of Financial Professionals®. Members must meet a certain level of premium, commission or income during the year and must also adhere to strict ethical standards. Marianne applied for membership and paid a fee to be a member.
At the core of our firm are people who care about our clients. The partnerships we've built with our clients were forged through our team's commitment to service. We follow Lincoln Financial Advisors' philosophy to Serve First, Last, and Always℠. If we can be of service to you, or someone you know, feel free to reach out. We'd be happy to help in any way
we can.
General Information |
| Insurance License#: | CA Insurance License 0I57918 |
| Name of Broker/Dealer: | LINCOLN FINANCIAL ADVISORS CORPORATION |
| States Licensed in: | CA, VA |
Disclosures |
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WiserAdvisor provides client referrals to financial professionals of Lincoln Financial Advisors Corporation ("LFA"). WiserAdvisor is not a current client of LFA for brokerage or investment advisory services. LFA's financial professionals pay cash compensation to WiserAdvisor for client referrals, which gives WiserAdvisor a financial incentive to make client referrals to LFA's financial professionals, resulting in a conflict of interest. Marianne Ehlers is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Oakwood Wealth Partners is not an affiliate of Lincoln Financial Advisors Corp. CRN-6027480-101623 For information regarding LFA's investment advisory services, please review LFA's Form CRS and Forms ADV, Part 2A, which are available at: https://www.lincolnfinancial.com/public/general/clientdisclosures. |
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Additional Detailed Disclosures |
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
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