AdvisorOS Directory
Claim Profile
KH

Kenneth John Herdeman

EHLERS INVESTMENT PARTNERS, LLC·WAUKESHA, Wisconsin
Unclaimed Profile
N21W23350 RIDGEVIEW PARKWAY WEST, WAUKESHA, WI 53188-1015CRD# 1635004Firm CRD# 146385
01

About

Kenneth John Herdeman is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with EHLERS INVESTMENT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1635004
Firm CRD# 146385
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WAUKESHA?

Browse all registered financial advisors in WAUKESHA, Wisconsin or claim this profile if it's yours.

Browse WAUKESHA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kenneth John Herdeman offer?
Kenneth John Herdeman specializes in Wealth Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Kenneth John Herdeman's credentials?
Kenneth John Herdeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth John Herdeman located?
Kenneth John Herdeman is based in WAUKESHA, Wisconsin, working with EHLERS INVESTMENT PARTNERS, LLC. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Kenneth John Herdeman charge for services?
Kenneth John Herdeman'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WAUKESHA
Sean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCTimothy Dennis Mcgrath — FINANCIAL SOLUTIONS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile