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JE

John E Ehrenfeld

CFP®
YOUR PATH WEALTH MANAGEMENT
BLOOMINGTON, MN
·CRD# 5167019·20 years registered

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

More Resources

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

20 years registered in the securities industry

Current & Past Employments

Current

YOUR PATH WEALTH MANAGEMENTCurrent·CRD# 341249
RIA
Bloomington, MN
May 6, 2026 - Present

Past

CX INSTITUTIONAL, LLCPast·CRD# 292627
RIA
Bloomington, MN
December 13, 2024 - November 21, 2025
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.Past·CRD# 134139
RIA
Ednia, MN
October 27, 2017 - May 20, 2021
CAMBRIDGE INVESTMENT RESEARCH, INC.Past·CRD# 39543
BD
Edina, MN
October 27, 2017 - May 20, 2021
SII INVESTMENTS, INC.Past·CRD# 2225
RIA
Edina, MN
September 19, 2012 - October 27, 2017
SII INVESTMENTS, INC.Past·CRD# 2225
BD
Edina, MN
September 19, 2012 - October 27, 2017
OSAIC WEALTH, INC.Past·CRD# 23131
BD
Maple Grove, MN
April 23, 2012 - September 10, 2012
SIGNATOR INVESTORS, INC.Past·CRD# 468
RIA
Maple Grove, MN
June 30, 2008 - April 23, 2012
SIGNATOR INVESTORS, INC.Past·CRD# 468
BD
Maple Grove, MN
May 9, 2008 - April 23, 2012
FIRST HEARTLAND CAPITAL, INC.Past·CRD# 32460
BD
Valparaiso, IN
August 8, 2006 - November 6, 2007

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Current Firm

YP
YOUR PATH WEALTH MANAGEMENT

YOUR PATH WEALTH MANAGEMENT | YOUR PATH WEALTH MANAGEMENT LLC

CRD#: 341249
Indiana
Registered Investment Advisory firm - Indiana (5/26/2026 Approved)
Minnesota
Registered Investment Advisory firm - Minnesota (5/6/2026 Approved)

Contact Information

Main Address

Bloomington, MN

Phone Number

(763) 219-4983

# of Employees

1

Documents

Latest Form ADV
0

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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.
IAR
Indiana
(5/26/2026)
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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed May 2013About the Series 24 exam

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CRS (Client Relationship Summary) - RIA

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

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