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John Craig Zeltmann

Investment adviser representative at S.F. Ehrlich Associates, Inc.
19 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$185.8MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

19 years in the industry.

  1. S.F. Ehrlich Associates, Inc.Feb 2007 to now

Designations

  • CFA
  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2009

State registrations

Registered as an investment adviser representative in 2 states (NJ, TX).

S.F. Ehrlich Associates, Inc.

$185.8MAssets managed
117Clients
2Advisers
8 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5621804
Firm CRD
121356
Advisor's SEC record (opens in a new tab)
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