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EHLERS

3060 Centre Point Drive
Roseville, Minnesota 55113-1122
Tel: 800-552-1171

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About EHLERS

EHLERS, formally registered with the SEC as EHLERS. The firm was established in 01/12/2009. They have over 2 offices throughout the country.

EHLERS is a Roseville, Minnesota based Financial Planning firm with nearly $2,735,110,703 assets under management, offering retirement planning & investment advisory services to 559 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#146385
SEC#801-69849
Assets Managed by Firm$2,735,110,703
No. of Clients559
No. of Advisors10

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Education seminars/workshops
  • Other (CONSULTING; BIDDING AGENT SERVICES)

Firm Client Information

No. of ClientsAUM
Firm Total559$2,735,110,703
Charitable organizations1$1,203,268
Corporations or other businesses1$13,809,383

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