Hohensee Financial Services, Inc.

Hohensee Financial Services, Inc. (CRD# 113381) is a financial advisory firm headquartered in Oconomowoc, WI. They manage $8,500,000 in 32 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    32
    ACCOUNTS
  • Average Account Value
    $265,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

WI

Financial Advisors at Hohensee Financial Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
John M. Gering
CRD#: 2707669
N58 W39834 Wisconsin Av, Oconomowoc, WI 53066
93
Wealthminder
score

John Gering (CRD# 2707669) is an Investment Advisor Representative working at Hohensee Financial Services, Inc. in Oconomowoc, WI and has over 20 years of experience in the finance industry.

2
Frederick E. Hohensee
CRD#: 1431948
N58 W39834 Wisconsin Av, Oconomowoc, WI 53066
93
Wealthminder
score

Frederick Hohensee (CRD# 1431948) is an Investment Advisor Representative working at Hohensee Financial Services, Inc. in Oconomowoc, WI and has over 30 years of experience in the finance industry.

3
Mark R. Kowaleski
CRD#: 2504255
N58 W39834 Wisconsin Av, Oconomowoc, WI 53066
93
Wealthminder
score

Mark Kowaleski (CRD# 2504255) is an Investment Advisor Representative working at Hohensee Financial Services, Inc. in Oconomowoc, WI and has over 22 years of experience in the finance industry.

4
Ryan M. Stelzer
CRD#: 5058405
138 N. Main St., Oconomowoc, WI 53066
93
Wealthminder
score

Ryan Stelzer (CRD# 5058405) is an Investment Advisor Representative working at Hohensee Financial Services, Inc. in Oconomowoc, WI and has over 10 years of experience in the finance industry.

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