0001604197-23-000018.txt : 20230209 0001604197-23-000018.hdr.sgml : 20230209 20230209171655 ACCESSION NUMBER: 0001604197-23-000018 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 OLSZEWSKI,TAMARA,JEANNE, FILED AS OF DATE: 20230209 DATE AS OF CHANGE: 20230209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Ehlers & Associates, Inc. CENTRAL INDEX KEY: 0001604197 IRS NUMBER: 410837545 STATE OF INCORPORATION: MN FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: MA-I/A SEC ACT: 1934 Act SEC FILE NUMBER: 868-01997 FILM NUMBER: 23607373 BUSINESS ADDRESS: STREET 1: 3060 CENTRE POINTE DRIVE CITY: ROSEVILLE STATE: MN ZIP: 55113 BUSINESS PHONE: 651-697-8500 MAIL ADDRESS: STREET 1: 3060 CENTRE POINTE DRIVE CITY: ROSEVILLE STATE: MN ZIP: 55113 MA-I/A 1 primary_doc.xml MA-I/A 0001604197 XXXXXXXX Greg Crowe 651-697-8522 gcrowe@ehlers-inc.com naly@ehlers-inc.com N 0001604197-21-000014 N TAMARA JEANNE OLSZEWSKI 5006680 N 1 0001604197 Ehlers & Associates, Inc. 11-14-2016 N 867-00219 SUPERVISED 11-14-2016 3060 CENTRE POINTE DRIVE ROSEVILLE MN 55113 LOCATED 11-14-2016 N21W23350 Ridgeview Pkwy W Suite 100 Waukesha WI 53188 LOCATED 01-09-2023 N19W24400 Riverwood Drive Suite 100 Waukesha WI 53188 TAMARA JEANNE ALLEN TAMARA JEANNE WALTHALL-ALLEN 11-2016 Ehlers WAUKESHA WI 53188 Y N Financial Specialist 03-2011 10-2016 BAIRD MILWAUKEE WI 53202 Y Y COMPLIANCE 11-2010 02-2011 SCOTT TRADE OAK CREEK WI 53154 N Y STOCKBROKER 07-2005 10-2010 WELLS FARGO MENOMONEE FALLS WI 53052 N Y PRIVATE BANKER, RELATIONSHIP ASSOCIATE, CLIENT SERVICE CONSULTANT/FINANCIAL SALES SPECIALIST Y 12-2016 MARKET WISE CONSULTING 5601 W GRANDE MARKET DR SUITE G APPLETON WI 54913 N N MARKET RESEARCH PRODUCT/COMPANY REVIEW CONSULTANT 2 Market research product or company reviews 04-2021 TOM Properties, LLC N44W26098 Lindsay Rd Pewaukee WI 53072 N N Property - Stables Owner - Registered Agent 4 Periodic Accounting and annual reporting 05-2021 TOM Acres, Inc N44W26098 Lindsay Rd Pewaukee WI 53072 N N Horse Stables Owner - Registered Agent 4 Boarding fee collection, accounts payable 12-2018 Ehlers Investment Partners 3060 Centre Pointe Drive Roseville MN 55113 N Y Investment Services Senior Investment Advisor Representative 160 Investment Advise N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N N 02-09-2023 Greg Crowe President