Unclaimed Profile

Kurt Robert Ehmann

CLG LLC·LONG BEACH, California

SIE, Series 7, Series 63, Series 66Clean record20 years registeredCLG LLC

4821 E 2ND STREET, LONG BEACH, CA 90803CRD# 3023897Firm CRD# 282605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kurt Robert Ehmann · LONG BEACH, CA

Registration

CRD #3023897 · CLG LLC · 20 years registered

Brand Profile

Not yet started

Career History

CLG LLC

Dec 2016 – present

CETERA INVESTMENT ADVISERS LLC

Jun 2023 – Dec 2023

LONG BEACH, CA

CETERA ADVISOR NETWORKS LLC

Jun 2006 – Jun 2023

LONG BEACH, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · June 30, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLG LLC

CRD 282605 · SEC 801-108414

AUM

$801M

Regulatory assets under management

Employees

2,282 client accounts

Services offered by CLG LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLG LLC →

Introduction

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Frequently Asked Questions

What services does Kurt Robert Ehmann offer?

Kurt Robert Ehmann specializes in Financial Planning, Investment Management. Contact their office in LONG BEACH, California for a consultation.

What are Kurt Robert Ehmann's credentials?

Kurt Robert Ehmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kurt Robert Ehmann located?

Kurt Robert Ehmann is based in LONG BEACH, California, working with CLG LLC. Their office serves clients in the LONG BEACH metropolitan area and surrounding communities.

How does Kurt Robert Ehmann charge for services?

Kurt Robert Ehmann's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLG LLC?

CLG LLC has approximately 26 employees and manages $801M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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