Unclaimed Profile

Brian Michael Reilly

EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, Minnesota

Series 50, Series 54Clean record14 years registeredEHLERS INVESTMENT PARTNERS, LLC

3060 CENTRE POINT DRIVE, ROSEVILLE, MN 55113-1122CRD# 6043530Firm CRD# 146385

Profile Verification

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

Identity

Brian Michael Reilly · ROSEVILLE, MN

Registration

CRD #6043530 · EHLERS INVESTMENT PARTNERS, LLC · 14 years registered

Brand Profile

Not yet started

Career History

EHLERS

Apr 2012 – present

Registrations & Exams

FINRA examinations passed

Series 50

Series 54

Registration record

First registered · April 17, 2012

Years registered · 14

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EHLERS INVESTMENT PARTNERS, LLC

CRD 146385 · SEC 801-69849

AUM

$2.7B

Regulatory assets under management

Employees

559 client accounts

Services offered by EHLERS INVESTMENT PARTNERS, LLC

Per Form ADV

Selection of other advisers

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Nonprofits & Foundations

View all advisors at EHLERS INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Brian Michael Reilly offer?

Brian Michael Reilly specializes in Wealth Management. Contact their office in ROSEVILLE, Minnesota for a consultation.

What are Brian Michael Reilly's credentials?

Brian Michael Reilly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Reilly located?

Brian Michael Reilly is based in ROSEVILLE, Minnesota, working with EHLERS INVESTMENT PARTNERS, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.

How does Brian Michael Reilly charge for services?

Brian Michael Reilly'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 EHLERS INVESTMENT PARTNERS, LLC?

EHLERS INVESTMENT PARTNERS, LLC has approximately 10 employees and manages $2.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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