Travis Ehlen, CFP
Financial Planner
Ehlen Heldman

Video

Disclosure

Securities offered through Avantax. Investment advisory services offered through Avantax, Insurance services offered through Avantax

Professional Licenses

Series 7 – CRD 4592067

States: IN, KY, NY, OH, WI

Series 66

Life & Health Insurance

IN – 424823

WI – 7379623

KY – 990888

Long-Term Care

Qualifications

Travis joined EHC Wealth Advisors in 2012 bringing 10 years of experience in the financial services arena. His areas of focus are personal financial planning, Sustainable Income Solutions™ and business retirement plans.
Travis has earned the CERTIFIED FINANCIAL PLANNER™ certification. He also has passed the Series 7 and 66 exams and holds the Indiana Life & Health Insurance license. Travis graduated from Indiana University.

Professional Involvement

Greenwood Chamber of Commerce

Awards

2018 – 1st Global One Diamond Eagle

Contact

Travis Ehlen, CFP

Financial Planner

Ehlen Heldman

130 E Epler Avenue, Suite A

Indianapolis, IN 46227

317-786-8001

travise@ehccpa.com

http://www.ehlenheldman.com

https://www.linkedin.com/in/travis-ehlen-cfp%C2%AE-2b6a1391/