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