Unclaimed Profile

Jeffrey Ronald Ohe

CAHILL FINANCIAL ADVISORS, INC.·EDINA, Minnesota

Series 7, Series 8, Series 53, Series 63, Series 66CFP18 years registeredCAHILL FINANCIAL ADVISORS, INC.

7261 OHMS LANE, EDINA, MN 55439CRD# 2376320Firm CRD# 109890

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Ronald Ohe · EDINA, MN

Registration

CRD #2376320 · CAHILL FINANCIAL ADVISORS, INC. · 18 years registered

Brand Profile

Not yet started

Career History

CAHILL FINANCIAL ADVISORS, INC.

Apr 2013 – present

CHARLES SCHWAB & CO., INC.

Jun 2008 – Sep 2008

EDINA, MN

Registrations & Exams

FINRA examinations passed

Series 7

Series 8

Series 53

Series 63

Series 66

Registration record

First registered · June 16, 2008

Years registered · 18

Professional designation · CFP

Disclosure History

1999Customer Dispute·Award / Judgment

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAHILL FINANCIAL ADVISORS, INC.

CRD 109890 · SEC 801-18388

AUM

$1.3B

Regulatory assets under management

Employees

4,061 client accounts

Services offered by CAHILL FINANCIAL ADVISORS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CAHILL FINANCIAL ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Jeffrey Ronald Ohe offer?

Jeffrey Ronald Ohe specializes in Financial Planning, Investment Management. Contact their office in EDINA, Minnesota for a consultation.

What are Jeffrey Ronald Ohe's credentials?

Jeffrey Ronald Ohe holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jeffrey Ronald Ohe located?

Jeffrey Ronald Ohe is based in EDINA, Minnesota, working with CAHILL FINANCIAL ADVISORS, INC.. Their office serves clients in the EDINA metropolitan area and surrounding communities.

How does Jeffrey Ronald Ohe charge for services?

Jeffrey Ronald Ohe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAHILL FINANCIAL ADVISORS, INC.?

CAHILL FINANCIAL ADVISORS, INC. has approximately 21 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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