John E. Ehrenfeld

YOUR PATH WEALTH MANAGEMENT

BLOOMINGTON, MN

Some features on this profile are disabled

CRD#: 5167019

Professional summary

John E Ehrenfeld, CFP® is a registered financial advisor currently at YOUR PATH WEALTH MANAGEMENT located in Bloomington, Minnesota.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. John has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John E Ehrenfeld's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 6, 2026 - Present

YOUR PATH WEALTH MANAGEMENT

RIA

CRD#: 341249

BLOOMINGTON, MN

Past

December 13, 2024 - November 21, 2025

CX INSTITUTIONAL, LLC

RIA

CRD#: 292627

Bloomington, MN

Past

October 27, 2017 - May 20, 2021

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

Ednia, MN

Past

October 27, 2017 - May 20, 2021

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

Edina, MN

Past

September 19, 2012 - October 27, 2017

SII INVESTMENTS, INC.

RIA

CRD#: 2225

EDINA, MN

Past

September 19, 2012 - October 27, 2017

SII INVESTMENTS, INC.

CRD#: 2225

EDINA, MN

Past

April 23, 2012 - September 10, 2012

OSAIC WEALTH, INC.

CRD#: 23131

MAPLE GROVE, MN

Past

June 30, 2008 - April 23, 2012

SIGNATOR INVESTORS, INC.

RIA

CRD#: 468

MAPLE GROVE, MN

Past

May 9, 2008 - April 23, 2012

SIGNATOR INVESTORS, INC.

CRD#: 468

MAPLE GROVE, MN

Past

August 8, 2006 - November 6, 2007

FIRST HEARTLAND CAPITAL, INC.

CRD#: 32460

VALPARAISO, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(5/6/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/13/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/7/2006

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 5/1/2013

General Securities Principal Examination

Current Firm

YOUR PATH WEALTH MANAGEMENT

YOUR PATH WEALTH MANAGEMENT | YOUR PATH WEALTH MANAGEMENT LLC

CRD#: 341249 / SEC#:

Minnesota

Registered Investment Advisory firm - (5/6/2026 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Bloomington, MN

Mailing Address

Phone number

(763) 219-5290

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

Helena, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

Estero, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

We're Here To Help

Advisor Monitoring

Firm Stability Insights

John E. Ehrenfeld

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John E Ehrenfeld's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR PATH WEALTH MANAGEMENT

CX INSTITUTIONAL, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

OSAIC WEALTH, INC.

SIGNATOR INVESTORS, INC.

SIGNATOR INVESTORS, INC.

FIRST HEARTLAND CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 10/13/2006

SIE

Date: 10/1/2018

Series 7

Date: 8/7/2006

Series 24

Date: 5/1/2013

Current Firm

YOUR PATH WEALTH MANAGEMENT

Contact information

Documents

Red Flags

Company Information

YOUR PATH WEALTH MANAGEMENT

TRUST BUT VERIFY

Similar Advisors