Unclaimed Profile

David Paul Holleran

EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, Minnesota

Series 7, Series 7TO, Series 24, Series 50, Series 52TO, Series 54, Series 63, Series 99TOClean recordEHLERS INVESTMENT PARTNERS, LLC

3060 CENTRE POINT DRIVE, ROSEVILLE, MN 55113-1122CRD# 4799113Firm CRD# 146385

Profile Verification

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

Identity

David Paul Holleran · ROSEVILLE, MN

Registration

CRD #4799113 · EHLERS INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

Series 7

Series 7TO

Series 24

Series 50

Series 52TO

Series 54

Series 63

Series 99TO

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 David Paul Holleran offer?

David Paul Holleran specializes in Wealth Management. Contact their office in ROSEVILLE, Minnesota for a consultation.

What are David Paul Holleran's credentials?

David Paul Holleran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Paul Holleran located?

David Paul Holleran 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 David Paul Holleran charge for services?

David Paul Holleran'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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