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Tamara Allen

Ehlers
19 Years of Experience
Waukesha, WI
View SEC Summary
View SEC Summary

Tamara Allen is a registered investment advisor at Ehlers, based in Waukesha, WI, with 19 years of industry experience. Tamara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 300 clients with $3.6B in assets under management.

Ehlers
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
300 clients
Average Client Portfolio
$12.0M average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25.0M0.50%
$25.0M - $50.0M0.40%
$50.0M - $100.0M0.30%
$100M+0.20%

Fees are applied to average daily assets under management and are billed monthly. All fees and terms are subject to negotiation at the discretion of Ehlers Investment Partners.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

N19W24400 Riverwood Drive, Suite 100, Waukesha, WI, 53188

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Tamara owns Tom Acres, Inc., a horse stable, and Tom Properties, both since June 2021. She spends minimal time on each activity, handling boarding fee collection, accounts payable, periodic accounting, and annual reporting.

Employment History
Current Registrations
Ehlers
April 2018 - Present · 8 yrs 6 mos
Previous Registrations
Ameriprise Financial Services, INC.
November 2018 - November 2018 · 0 mos
Robert W. Baird & CO. IncorporatedBroker
March 2011 - November 2016 · 5 yrs 8 mos
Robert W. Baird & CO. Incorporated
March 2011 - November 2016 · 5 yrs 8 mos
Scottrade, INC.Broker
December 2010 - March 2011 · 3 mos
Wells Fargo Investments, LLC
March 2009 - December 2010 · 1 yr 9 mos
Wells Fargo Investments, LLCBroker
March 2009 - December 2010 · 1 yr 9 mos
Wells Fargo Funds Management, LLC
February 2007 - October 2008 · 1 yr 8 mos
Wells Fargo Funds Distributor, LLCBroker
August 2005 - October 2008 · 3 yrs 2 mos
State Registrations4 states
COILMNWI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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