Maureen HolsenCRD Number: 5294066
Current Firm: Ehlers Investment Partners, LLC
Maureen Holsen (CRD# 5294066) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Midland Financial Advisors, Inc.
|Ehlers Investment Partners||Brookfield, WI||Nov 2012 - Current||5|
|Wells Fargo Advisors LLC||Menomonee Falls, WI||Nov 2010 - Nov 2012||2|
|Wells Fargo Funds Distributor LLC||Menomonee Falls, WI||Feb 2007 - Nov 2010||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management502MILLIONS
Total Number of Accounts105ACCOUNTS
Average Account Value$4,781,597
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for businesses (other than small businesses) or institutional clients
IL, MN, WI