Unclaimed Profile

Kenneth John Herdeman

EHLERS INVESTMENT PARTNERS, LLC·WAUKESHA, Wisconsin

Series 7, Series 52, Series 65Clean record18 years registeredEHLERS INVESTMENT PARTNERS, LLC

N21W23350 RIDGEVIEW PARKWAY WEST, WAUKESHA, WI 53188-1015CRD# 1635004Firm CRD# 146385

Profile Verification

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

Identity

Kenneth John Herdeman · WAUKESHA, WI

Registration

CRD #1635004 · EHLERS INVESTMENT PARTNERS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: EHLERS INVESTMENT PARTNERS, LLC

EHLERS INVESTMENT PARTNERS, LLC

May 2008 – Jan 2020

WAUKESHA, WI

Registrations & Exams

FINRA examinations passed

Series 7

Series 52

Series 65

Registration record

First registered · May 9, 2008

Years registered · 18

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 Kenneth John Herdeman offer?

Kenneth John Herdeman specializes in Wealth Management.

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, last registered with EHLERS INVESTMENT PARTNERS, LLC.

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.

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