DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
John Michael Ehlers
Merrill Lynch, Pierce, Fenner & Smith IncorporatedwirehouseStillwater, Mndual registrantIAPD 4281012
Feed of 09/14/2026
Also filed as John Michael Ehlers
At current firm
3 y
since Mar 1, 2023
In the industry
25 y
since Dec 8, 2000 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouse currentsince Mar 1, 2023 · Stillwater, Mn
- Creative Planning Institutional Advisors, LLC institutionalDec 22, 2021 to Apr 13, 2023 · Golden Valley, Mn
- Onedigital institutionalJan 9, 2019 to Jan 6, 2022 · Golden Valley, Mn
- LPL Financial LLC BD affiliatedJan 21, 2014 to Apr 9, 2019 · St. Louis Park, Mn
Moves
a registration end followed by a registration begin elsewhere
- Creative Planning Institutional Advisors, LLC to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Apr 13, 2023, registered Mar 1, 2023 (-43 days) · Other
- Onedigital to Creative Planning Institutional Advisors, LLCleft Jan 6, 2022, registered Dec 22, 2021 (-15 days) · Other · moved with a team
- LPL Financial LLC to Onedigitalleft Apr 9, 2019, registered Jan 9, 2019 (-90 days) · Other
Signals
- John Michael Ehlers left Creative Planning Institutional Advisors, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2023-03-01)Apr 13, 2023 · Advisor changed firm · fact
- John Michael Ehlers left Onedigital for Creative Planning Institutional Advisors, Llc (registered 2021-12-22)Jan 6, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wirehousederived
- Years in industry
- 25derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address