Liam Ehlers
Investment Adviser Representative at Missionsquare Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Liam Ehlers is an investment adviser representative in San Carlos, CA, currently registered with Missionsquare Retirement and Missionsquare Wealth Management. They have worked in the securities industry since 2024 and were previously registered with Fidelity Personal and Workplace Advisors. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in California and Nevada.
Registrations & licenses
- Investment adviser:
- California, Nevada
- Broker:
1 state or territory
California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- TruStageJun 2023 – Aug 2023Madison, WI
- GAFJun 2022 – Aug 2022Parsippany, NJ
- The Bay Club CompanyOct 2021 – Jan 2022Redwood City, CA
- Whole FoodsJan 2021 – Jul 2021San Mateo, CA
- The Bay Club CompanyMay 2018 – Mar 2020Redwood City, CA
- Precision ParkingMay 2019 – Aug 2019San Carlos, CA
- Fidelity InvestmentsDec 2023 – Oct 2024Campbell, CA
- San Diego State UniversityAug 2019 – May 2023San Diego, CA
- Junipero Serra High SchoolAug 2015 – May 2019San Mateo, CA
- UnemployedSep 2023 – Nov 2023San Carlos, CA
- MissionSquare Investment Services, LLCOct 2024 – no end date reportedWashington, DC
- MissionSquare RetirementOct 2024 – no end date reportedWashington, DC
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Missionsquare Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
Not disclosed
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 146
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Washington, DC
- SEC file number:
- 801-135346
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 27, 2026
View full firm profileOther advisors at Missionsquare Wealth Management
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Liam Ehlers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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