Unclaimed Profile

Stacie Kvilvang

EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, Minnesota

Clean recordEHLERS INVESTMENT PARTNERS, LLC

3060 CENTRE POINT DRIVE, ROSEVILLE, MN 55113-1122CRD# 7504139Firm CRD# 146385

Profile Verification

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

Identity

Stacie Kvilvang · ROSEVILLE, MN

Registration

CRD #7504139 · EHLERS INVESTMENT PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Stacie Kvilvang is a registered financial advisor based in ROSEVILLE, Minnesota, affiliated with EHLERS INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

EHLERS INVESTMENT PARTNERS, LLC

EHLERS

AUM

$2.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at EHLERS INVESTMENT PARTNERS, LLC →

Services

Selection of other advisers

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7504139

Firm CRD# 146385

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Frequently Asked Questions

What services does Stacie Kvilvang offer?

Stacie Kvilvang specializes in Wealth Management. Contact their office in ROSEVILLE, Minnesota for a consultation.

What are Stacie Kvilvang's credentials?

Stacie Kvilvang is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Stacie Kvilvang located?

Stacie Kvilvang 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 Stacie Kvilvang charge for services?

Stacie Kvilvang'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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