Financial ADVSR advisor directory · SEC adviser records
Ehlers financial advisors in Minneapolis, MN
Every SEC-registered investment adviser representative at a Ehlers office in Minneapolis, A to Z.
The short answer
5 registered advisors work at Ehlers in Minneapolis, out of 6 at the firm nationwide; it ranks number 48 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Ehlers advisors in Minneapolis, A to Z
Every Ehlers advisor →- Tamara J. AllenInvestment adviser rep
- James M. GroetschInvestment adviser rep
- Ryan W. MilesInvestment adviser rep
- Patrick J. RooneyInvestment adviser rep
- Logan SchwartzInvestment adviser rep
Ehlers advisors in every city and state →Ehlers: assets, clients and custodians →Advisor Moves: who changed firms this week →
Ehlers advisors in other cities
Other firms in Minneapolis
All Minneapolis advisors →Ameriprise Financial Services, LLC 445Thrivent Investment Management Inc. 346RBC Capital Markets, LLC 196Wells Fargo Clearing Services, LLC 196Cetera Investment Advisers LLC 89Focus Financial 65Cliftonlarsonallen Wealth Advisors, LLC 55Thrivent Advisor Network, LLC 54Merrill Lynch, Pierce, Fenner & Smith Incorporated 51Northrock Partners, LLC 50Equitable Advisors, LLC 46UBS Financial Services Inc. 41
Questions
How many financial advisors does Ehlers have in Minneapolis?
5 investment adviser representatives are registered at Ehlers offices in Minneapolis, Minnesota, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Ehlers one of the largest advisor employers in Minneapolis?
Ehlers ranks number 48 in Minneapolis by registered advisors; Ameriprise Financial Services, LLC has the most, with 445.
How do I check a Ehlers advisor in Minneapolis?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ehlers office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.