DFX Intelligence

Data Factory

RIA / WealthRegistered adviserinstitutional managerSEC registeredRAUM 1b 10b

EHLERS

EHLERS INVESTMENT PARTNERS, LLC, CRD 146385

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:841c938c-9bb7-0d09-fb59-171ac8ededb3

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 26
On other graphs: 0
Observed: Jan 17, 2012 to Aug 26, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: institutional managerderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=1.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $3.6BItem 5.F on the latest filing (2026-08-26); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $688M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $598Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 722
SEC number: 801-69849
CRD: 146385
Filings on the tape: 40
First filed: Jan 17, 2012
Latest filed: Aug 26, 2026
Organised: Limited Liability Company, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN MICHAEL REILLY	Chartered Financial Analyst	ROSEVILLE, MN	14	21	n/a	no
TAMARA JEANNE ALLEN	n/a	MINNEAPOLIS, MN \| WAUKESHA, WI	8	21	4	no
RYAN W MILES	n/a	MINNEAPOLIS, MN	8	17	1	no
James Michael Groetsch	n/a	MINNEAPOLIS, MN	2	14	1	no
Patrick Joseph Rooney	n/a	MINNEAPOLIS, MN	2	13	n/a	no
Logan Schwartz	n/a	MINNEAPOLIS, MN	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
COSSON, PHIL	Trustee	F	yes	03/2024	Sep 23, 2014	Sep 4, 2024
COSSON, PHIL	Director	Na	yes	03/2024	Sep 23, 2014	Sep 4, 2024
CROWE, GREG	Director	Na	yes	01/2022	Feb 8, 2022	Sep 4, 2024
CUMMINGS, KRISTIN	Trustee	F	yes	02/2022	Feb 8, 2022	Sep 4, 2024
EHLERS AND ASSOCIATES, INC. EMPLOYEE OWNERSHIP TRUST	Shareholder	E	yes	12/2011	Sep 23, 2014	Sep 4, 2024
EHLERS COMPANIES, INC.	MANAGING MEMBER	E	yes	01/2012	Sep 28, 2020	Sep 4, 2024
KVILVANG, STACIE	Trustee	F	yes	02/2022	Feb 8, 2022	Sep 4, 2024
MILES, RYAN, W	MANAGING DIRECTOR	Na	yes	02/2022	Sep 21, 2022	Sep 4, 2024
REILLY, BRIAN, MICHAEL	President	Na	yes	12/2019	Dec 17, 2019	Sep 4, 2024
ZIERMANN, PAMELA, KAY REINITZ	CHIEF COMPLIANCE OFFICER	Na	yes	05/2022	May 27, 2022	Sep 4, 2024
Cook, Jessica, Maeve	Trustee	F	no	12/2016	Dec 17, 2019	Sep 4, 2024
LINDH, MICHAEL	DIRECTOR OF FINANCE & ACCOUNTING	Na	no	08/2024	Sep 4, 2024	Sep 4, 2024
Vander Heiden, Joy	Trustee	F	no	10/2019	Sep 28, 2020	Sep 4, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
BOND TRUST SERVICES CORPORATION	n/a	n/a	n/a	N	yes	n/a
EHLERS & ASSOCIATES, INC.	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Waukesha	Wi	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Sep 4, 2024	$2.7B	$0	10	5	1	n/a	n/a
2023	Aug 17, 2023	$2.3B	$0	9	5	1	n/a	n/a
2022	Sep 21, 2022	$2.0B	$0	7	5	1	n/a	n/a
2021	Sep 27, 2021	$1.8B	$0	11	5	1	n/a	n/a
2020	Sep 28, 2020	$1.5B	$0	10	5	2	n/a	n/a
2019	Sep 23, 2019	$790M	$0	11	6	2	n/a	n/a
2018	Sep 17, 2018	$661M	$0	8	6	2	n/a	n/a
2017	Sep 15, 2017	$502M	$0	8	6	n/a	n/a	n/a
2016	Sep 20, 2016	$453M	$0	8	6	n/a	n/a	n/a
2015	Sep 28, 2015	$421M	$0	8	6	n/a	n/a	n/a
2014	Sep 23, 2014	$302M	$0	8	5	n/a	n/a	n/a
2013	Oct 10, 2013	$275M	$0	4	4	n/a	n/a	n/a
2012	Mar 1, 2013	$190M	$0	4	4	n/a	n/a	n/a
2011	Jan 17, 2012	$135M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$3.6B	$2.3B	53.1%	$1.8B	25.5%	13	9	1	1

Relationships

Registered with (14)

← Logan SchwartzAdvisorregistration: current employment
Jan 11, 2024 to presentfactForm ADV
← Patrick Joseph RooneyAdvisorregistration: current employment
Dec 8, 2023 to presentfactForm ADV
← James Michael GroetschAdvisorregistration: current employment
Nov 13, 2023 to presentfactForm ADV
← RYAN W MILESAdvisorregistration: current employment
Aug 4, 2018 to presentfactForm ADV
← TAMARA JEANNE ALLENAdvisorregistration: current employment
Apr 25, 2018 to presentfactForm ADV
← BRIAN MICHAEL REILLYAdvisorregistration: current employment
Apr 17, 2012 to presentfactForm ADV
← JASON WILLIAM ROESKEAdvisorregistration: previous registration
Feb 17, 2022 to May 27, 2022factForm ADV
← Patrick Nolan ThielAdvisorregistration: previous registration
Feb 17, 2020 to Nov 13, 2020factForm ADV
← MAUREEN COOGAN HOLSENAdvisorregistration: previous registration
Nov 29, 2012 to Sep 6, 2019factForm ADV
← John Henry PiemonteAdvisorregistration: previous registration
Jan 3, 2018 to May 25, 2018factForm ADV
← JACK EDWARD FAYAdvisorregistration: previous registration
Sep 14, 2012 to Apr 5, 2018factForm ADV
← Jack Benjamin SamuelsAdvisorregistration: previous registration
Aug 10, 2015 to Nov 2, 2017factForm ADV
← DANIEL LEE DEDECKERAdvisorregistration: previous registration
Nov 26, 2013 to Sep 17, 2014factForm ADV
← BRIAN EUGENE MANNAdvisorregistration: previous registration
Nov 14, 2008 to May 17, 2012factForm ADV

Controls (9)

← ZIERMANN, PAMELA, KAY REINITZOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
May 27, 2022 to Sep 4, 2024factForm ADV
← MILES, RYAN, WOwnerMANAGING DIRECTOR, ownership code NA, individual
Sep 21, 2022 to Sep 4, 2024factForm ADV
← REILLY, BRIAN, MICHAELOwnerPRESIDENT, ownership code NA, individual
Dec 17, 2019 to Sep 4, 2024factForm ADV
← COSSON, PHILOwnerTRUSTEE, ownership code F, individual
Sep 23, 2014 to Sep 4, 2024factForm ADV
← CROWE, GREGOwnerDIRECTOR, ownership code NA, individual
Feb 8, 2022 to Sep 4, 2024factForm ADV
← KVILVANG, STACIEOwnerTRUSTEE, ownership code F, individual
Feb 8, 2022 to Sep 4, 2024factForm ADV
← CUMMINGS, KRISTINOwnerTRUSTEE, ownership code F, individual
Feb 8, 2022 to Sep 4, 2024factForm ADV
← EHLERS AND ASSOCIATES, INC. EMPLOYEE OWNERSHIP TRUSTOwnerSHAREHOLDER, ownership code E, domestic entity
Sep 23, 2014 to Sep 4, 2024factForm ADV
← EHLERS COMPANIES, INC.OwnerMANAGING MEMBER, ownership code E, domestic entity
Sep 28, 2020 to Sep 4, 2024factForm ADV

Owns (3)

← Cook, Jessica, MaeveOwnerTRUSTEE, ownership code F, individual
Dec 17, 2019 to Sep 4, 2024factForm ADV
← Vander Heiden, JoyOwnerTRUSTEE, ownership code F, individual
Sep 28, 2020 to Sep 4, 2024factForm ADV
← LINDH, MICHAELOwnerDIRECTOR OF FINANCE & ACCOUNTING, ownership code NA, individual
Sep 4, 2024 to Sep 4, 2024factForm ADV

Dated events

Occurred
Mar 1, 2024
Control person joined
Phil Cosson (Director) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Mar 1, 2024
Control person left
Cameron Jonathan (Trustee) no longer on Schedule A of Ehlers (listed 2024-03-01, absent 2024-03-01)
Form ADVobserved 4 days ago
Occurred
May 27, 2022
Control person joined
Kay Reinitz Pamela Ziermann (Chief Compliance Officer) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
May 27, 2022
Control person left
William Jason Roeske (Chief Compliance Officer) no longer on Schedule A of Ehlers (listed 2022-02-08, absent 2022-05-27)
Form ADVobserved 4 days ago
Occurred
May 27, 2022
Advisor changed firm
Jason William Roeske left Ehlers for Oakwood Capital, Inc. (registered 2022-04-07)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person joined
Cameron Jonathan (Director) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person joined
Greg Crowe (Director) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person joined
Stacie Kvilvang (Trustee) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person joined
Kristin Cummings (Trustee) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person left
Phil Cosson (Director) no longer on Schedule A of Ehlers (listed 2021-09-27, absent 2022-02-08)
Form ADVobserved 4 days ago
Occurred
Feb 8, 2022
Control person left
Douglas Jeffrey Eaton (Director) no longer on Schedule A of Ehlers (listed 2021-09-27, absent 2022-02-08)
Form ADVobserved 4 days ago
Occurred
Sep 28, 2020
Regulatory AUM changed
Ehlers reported RAUM $1.5B, up 91% from $790.5M (2020-07-21 to 2020-09-28)
Form ADVobserved 4 days ago
$721M
Occurred
Sep 28, 2020
Control person joined
William Jason Roeske (Chief Compliance Officer) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Dec 17, 2019
Control person joined
Michael Brian Reilly (President/Cco) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Dec 17, 2019
Control person joined
Maeve Jessica Cook (Board Member) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Dec 17, 2019
Control person joined
Mae Jodie Zesbaugh (Board Member) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Dec 17, 2019
Control person left
Paul David Holleran (Ceo, President And Cco) no longer on Schedule A of Ehlers (listed 2019-11-15, absent 2019-12-17)
Form ADVobserved 4 days ago
Occurred
Nov 15, 2019
Control person left
Steve Apfelbacher (Director) no longer on Schedule A of Ehlers (listed 2019-09-23, absent 2019-11-15)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person left
John Kenneth Herdeman (President) no longer on Schedule A of Ehlers (listed 2019-06-21, absent 2019-09-23)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person left
Sean Lentz (Director) no longer on Schedule A of Ehlers (listed 2019-06-21, absent 2019-09-23)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person left
Mike Harrigan (Director) no longer on Schedule A of Ehlers (listed 2019-06-21, absent 2019-09-23)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person left
Bruce Kimmel (Director) no longer on Schedule A of Ehlers (listed 2019-06-21, absent 2019-09-23)
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person joined
Frederick Martin Schultz (Director) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Sep 23, 2019
Control person joined
Douglas Jeffrey Eaton (Director) appeared on Schedule A of Ehlers
Form ADVobserved 4 days ago
Occurred
Sep 17, 2018
Regulatory AUM changed
Ehlers reported RAUM $660.8M, up 39% from $474.1M (2018-05-02 to 2018-09-17)
Form ADVobserved 4 days ago
$187M
Occurred
Jan 17, 2012
Succession filed (Item 4)
Bbe Community Investment Partners, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:841c938c-9bb7-0d09-fb59-171ac8ededb3
First observed: Jan 17, 2012
Last observed: Aug 26, 2026 24 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

EHLERS

EHLERS INVESTMENT PARTNERS, LLC, CRD 146385

MINNEAPOLIS, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:841c938c-9bb7-0d09-fb59-171ac8ededb3

Data as of Aug 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN MICHAEL REILLY

Chartered Financial Analyst

ROSEVILLE, MN

n/a

TAMARA JEANNE ALLEN

n/a

MINNEAPOLIS, MN | WAUKESHA, WI

RYAN W MILES

n/a

MINNEAPOLIS, MN

James Michael Groetsch

n/a

MINNEAPOLIS, MN

Patrick Joseph Rooney

n/a

MINNEAPOLIS, MN

n/a

Logan Schwartz

n/a

MINNEAPOLIS, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

COSSON, PHIL

Trustee

yes

03/2024

Sep 23, 2014

Sep 4, 2024

COSSON, PHIL

Director

yes

03/2024

Sep 23, 2014

Sep 4, 2024

CROWE, GREG

Director

yes

01/2022

Feb 8, 2022

Sep 4, 2024

CUMMINGS, KRISTIN

Trustee

yes

02/2022

Feb 8, 2022

Sep 4, 2024

EHLERS AND ASSOCIATES, INC. EMPLOYEE OWNERSHIP TRUST

Shareholder

yes

12/2011

Sep 23, 2014

Sep 4, 2024

EHLERS COMPANIES, INC.

MANAGING MEMBER

yes

01/2012

Sep 28, 2020

Sep 4, 2024

KVILVANG, STACIE

Trustee

yes

02/2022

Feb 8, 2022

Sep 4, 2024

MILES, RYAN, W

MANAGING DIRECTOR

yes

02/2022

Sep 21, 2022

Sep 4, 2024

REILLY, BRIAN, MICHAEL

President

yes

12/2019

Dec 17, 2019

Sep 4, 2024

ZIERMANN, PAMELA, KAY REINITZ

CHIEF COMPLIANCE OFFICER

yes

05/2022

May 27, 2022

Sep 4, 2024

Cook, Jessica, Maeve

Trustee

12/2016

Dec 17, 2019

Sep 4, 2024

LINDH, MICHAEL

DIRECTOR OF FINANCE & ACCOUNTING

08/2024

Sep 4, 2024

Vander Heiden, Joy

Trustee

10/2019

Sep 28, 2020

Sep 4, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

BOND TRUST SERVICES CORPORATION

n/a

yes

n/a

EHLERS & ASSOCIATES, INC.

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Waukesha

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Sep 4, 2024

$2.7B

n/a

2023

Aug 17, 2023

$2.3B

n/a

2022

Sep 21, 2022

$2.0B

n/a

2021

Sep 27, 2021

$1.8B

n/a

2020

Sep 28, 2020

$1.5B

n/a

2019

Sep 23, 2019

$790M

n/a

2018

Sep 17, 2018

$661M

n/a

2017

Sep 15, 2017

$502M

n/a

2016

Sep 20, 2016

$453M

n/a

2015

Sep 28, 2015

$421M

n/a

2014

Sep 23, 2014

$302M

n/a

2013

Oct 10, 2013

$275M

n/a

2012

Mar 1, 2013

$190M

n/a

2011

Jan 17, 2012

$135M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$3.6B

$2.3B

53.1%

$1.8B

25.5%