Shelly Wohler
Shelly Wohler is a registered investment advisor at Independent Financial Partners, based in Brookfield, WI, with 9 years of industry experience. Shelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
15800 W. Bluemound Rd., Suite 103, Brookfield, WI, 53005
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shelly is a consultant for Epicure, conducting in-person cooking classes, and a board member for the Muskego Chamber of Commerce. She also sells and services fixed insurance products, dedicating a few hours per week to this investment-related activity.
Employment History
Current Registrations
Ifp Securities, LLCBroker
Independent Financial Partners
Previous Registrations
Securian Financial Services, INC.Broker
Securian Financial Services, INC.
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Thrivent Investment Management INC.Broker
State Registrations1 state
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.