Mary Ehlert, financial advisor Lincolnshire IL

Mary Ehlert

CRD Number: 2130414
Current Firm: Ehlert Financial Group, Inc.

Mary Ehlert (CRD# 2130414) is an Investment Advisor Representative working at Ehlert Financial Group, Inc. in Lincolnshire, IL and has over 31 years of experience in the finance industry. Mary Ehlert has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Forum Financial Management, LP Lombard, IL Apr 2014 - Current 8
F.a.m., LLC Lombard, IL Jan 2014 - Current 8
Forum Financial Management, LP Lombard, IL Nov 2013 - Current 8
Protected Tomorrows Lincolnshire, IL Jan 2003 - Current 19
Ehlert Financial Group Vernon Hills, IL Aug 1991 - Current 31
Purshe Kaplan Sterling Investments Albany, NY Jan 2014 - Apr 2014 < 1
M Holding Securities, Inc. Portland, OR Aug 2004 - Dec 2013 9
M Financial Group Portland, OR Aug 2004 - Dec 2013 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1991
S65 NASAA Investment Advisors Law Examination Aug 1993
Contact Info for Mary A. Ehlert
Phone Number: 847-522-8080
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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