Ehlers Investment Partners, LLC

Ehlers Investment Partners, LLC (CRD# 146385) is a financial advisory firm headquartered in Waukesha, WI. They manage $516,055,929 in 84 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    516
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $6,143,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MN, WI

Financial Advisors at Ehlers Investment Partners, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Jack E. Fay
CRD#: 5586214
N21w23350 Ridgeview Parkway West, Waukesha, WI 53188
93
Wealthminder
score

Jack Fay (CRD# 5586214) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 6 years of experience in the finance industry.

2
Kenneth J. Herdeman
CRD#: 1635004
N21w23350 Ridgeview Parkway West, Waukesha, WI 53188
93
Wealthminder
score

Kenneth Herdeman (CRD# 1635004) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.

3
Maureen C. Schiel
CRD#: 5294066
N21w23350 Ridgeview Parkway West, Waukesha, WI 53188
93
Wealthminder
score

Maureen Schiel (CRD# 5294066) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 9 years of experience in the finance industry.

4
Dawn M. Tracy
CRD#: 1546402
N21w23350 Ridgeview Parkway West, Waukesha, WI 53188
93
Wealthminder
score

Dawn Tracy (CRD# 1546402) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Waukesha, WI and has over 7 years of experience in the finance industry.

5
Brian M. Reilly
CRD#: 6043530
3060 Centre Pointe Drive, Roseville, MN 55113
90
Wealthminder
score

Brian Reilly (CRD# 6043530) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Roseville, MN and has 1 year of experience in the finance industry.

6
Jack B. Samuels
CRD#: 6516378
3060 Centre Pointe Drive, Roseville, MN 55113
87
Wealthminder
score

Jack Samuels (CRD# 6516378) is an Investment Advisor Representative working at Ehlers Investment Partners, LLC in Roseville, MN and has 1 year of experience in the finance industry.

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