EW
EW

Elizabeth Peterson Wahlig

12 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
401 clients
Average Client Portfolio
$732K average
Assets Under Management
$293.6M

Fee Structure

Minimum Investment:$50K
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Location

3799 US Highway 46, Suite 100, Parsippany, NJ, 07054-1060

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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

Elizabeth owns Falconer & Daughters, LLC, which is not investment related, and dedicates a few hours per week. She also works as a part-time Director of Finance for Christian Churches United of Tri-State Area, spending about half her time there.

Employment History
Current Registrations
Mra Advisory Group
February 2018 - Present · 8 yrs
Previous Registrations
Securian Financial Services, INC.
October 2015 - January 2018 · 2 yrs 3 mos
Securian Financial Services, INC.Broker
July 2015 - January 2018 · 2 yrs 6 mos
Chatham Wealth Management
December 2012 - April 2015 · 2 yrs 4 mos
State Registrations2 states
NJPA
Advisor
Exams
No exam information available for this advisor.