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Ehlert Financial Group, Inc. Employee Directory

Financial ServicesUnited States2-10 Employees

Ehlert Financial Group, Inc. is a small financial services firm based in the United States. It emphasizes building durable client relationships anchored in integrity, honesty, and accountability rather than simply delivering information or strategies. The firm seeks to understand clients broadly and deeply to identify opportunities that add value to both their financial objectives and life aspirations, with the goal of serving as a trusted financial advisor.

Its approach targets individuals and families seeking comprehensive guidance on their finances, focusing on what matters most to them and their loved ones. By taking a holistic view of client needs, the firm aims to provide advice aligned with personal priorities rather than just numerical metrics, reflecting a client-focused stance within the financial services industry.

Find Ehlert Financial Group, Inc. employees' phone numbers or email addresses

Ehlert Financial Group, Inc. Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Ehlert Financial Group, Inc.'s Leadership

  • Stylized image of a person
    S. M.
    Executive Assistant To The President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    W. C.
    Managing Director
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. G.
    Operations Support
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. R.
    Financial Planning Associate
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. E.
    Coordinator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. W.
    Financial Planner And Certified Divorce Financial Analyst
    Phone icon
    Mobile Phone

Ehlert Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
2024
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Ehlert Financial Group, Inc.

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    S. M.
    Executive Assistant To The President
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    W. C.
    Managing Director
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    M. C.
    Senior Wealth Manager
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 08, 2025
  • Stylized image of a person
    B. G.
    Operations Support
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    K. R.
    Financial Planning Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    T. E.
    Coordinator
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023
  • Stylized image of a person
    K. W.
    Financial Planner And Certified Divorce Financial Analyst
    Phone icon
    Mobile Phone
    UNITED STATES
    Aug 04, 2023

Frequently Asked Questions

What is Ehlert Financial Group, Inc. known for?

Minus sign iconPlus sign iconEhlert Financial Group, Inc. operates in the Financial Services industry. The company's main headquarters is located in United States; you can contact the main corporate office by phone at
+1-847-522-****
. Explore Ehlert Financial Group, Inc.'s company overview page for more information.

What is Ehlert Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconEhlert Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Ehlert Financial Group, Inc. email formats with LeadIQ.

How many employees does Ehlert Financial Group, Inc. have currently?

Minus sign iconPlus sign iconEhlert Financial Group, Inc. has approximately 2 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Ehlert Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of February 2026, Ehlert Financial Group, Inc.'s key employees include:

  • Executive Assistant To The President: S. M.
  • Managing Director: W. C.
  • Senior Wealth Manager: M. C.
  • Operations Support: B. G.
  • Financial Planning Associate: K. R.

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