Mary Ehlert (CRD# 2130414) is an Investment Advisor Representative working at Ehlert Financial Group, Inc. in Lincolnshire, IL and has over 33 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.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Forum Financial Management, LP | Lombard, IL | Nov 2013 - Current | 10 |
| Protected Tomorrows Inc. | Lincolnshire, IL | Jan 2003 - Current | 21 |
| Ehlert Financial Group | Vernon Hills, IL | Aug 1991 - Current | 32 |
| Forum Financial Management, LP | Lombard, IL | Apr 2014 - Dec 2023 | 9 |
| F.a.m., LLC | Lombard, IL | Jan 2014 - Dec 2023 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1991 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1993 |
- IL
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
IL
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