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Steve Apfelbacher

EHLERS INVESTMENT PARTNERS, LLC·ROSEVILLE, Minnesota
Unclaimed Profile
3060 CENTRE POINT DRIVE, ROSEVILLE, MN 55113-1122CRD# 6396735Firm CRD# 146385
01

About

Steve Apfelbacher 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.

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Focus Areas

Specialties
Wealth Management
Client Types
Nonprofits & Foundations
03

Firm Overview

Firm
EHLERS INVESTMENT PARTNERS, LLC
EHLERS
AUM
$2.7B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at EHLERS INVESTMENT PARTNERS, LLC →
Services
Selection of other advisers
Charitable organization or education services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6396735
Firm CRD# 146385
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Steve Apfelbacher offer?
Steve Apfelbacher specializes in Wealth Management. Contact their office in ROSEVILLE, Minnesota for a consultation.
What are Steve Apfelbacher's credentials?
Steve Apfelbacher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steve Apfelbacher located?
Steve Apfelbacher 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 Steve Apfelbacher charge for services?
Steve Apfelbacher'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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Other advisors in ROSEVILLE
Phil Cosson — EHLERS INVESTMENT PARTNERS, LLCPamela Kay Reinitz Ziermann — EHLERS INVESTMENT PARTNERS, LLCSean Patrick Mcdermott — SUMMIT INVESTMENT ADVISORY SERVICES, LLCNathan Andrew Krampe — SUMMIT INVESTMENT ADVISORY SERVICES, INC.David Paul Holleran — EHLERS INVESTMENT PARTNERS, LLC
Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)ST PAUL (111)PLYMOUTH (97)
City Guides
MINNEAPOLIS GuideMINNETONKA GuideEDINA GuideST PAUL GuidePLYMOUTH Guide
Research
Advisor Fees in MinnesotaNational Fee Analysis
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