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RIA / WealthAdvisor21 years in industry

TAMARA JEANNE ALLEN

Advisor at EHLERS

MINNEAPOLIS, MN | WAUKESHA, WI

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Search this name across graphsid dfx:ria:a5aae789-c0b9-bfa5-e289-ba1c795c30e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2007 to Sep 14, 2026

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

Current firm: EHLERS
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 8, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 4
Exams: S65|S63
First exam: Sep 8, 2005
First registration: Feb 20, 2007
Dual registered: no
Other names: TAMARA JEANNE WALTHALL|TAMARA JEANNE WALTHALL-ALLEN|TAMI JEANNE ALLEN|TAMI JEANNE ALLEN|TAMARA JEANNE WALTHALL-ALLEN|TAMARA JEANNE OLSZEWSKI|Tamara Olszewski
IAPD individual key: 5006680

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Ehlers	Institutional manager	Apr 25, 2018	n/a	yes	MINNEAPOLIS, MN\|WAUKESHA, WI	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 20, 2018	Nov 30, 2018	no	Brookfield, WI	Previous registration
ROBERT W. BAIRD & CO. INCORPORATED	Mixed wealth	Mar 22, 2011	Nov 16, 2016	no	MILWAUKEE, WI	Previous registration
WELLS FARGO INVESTMENTS, LLC	n/a	Mar 18, 2009	Dec 7, 2010	no	MEQUON, WI\|MILWAUKEE, WI	Previous registration
ALLSPRING FUNDS MANAGEMENT, LLC	Asset manager	Feb 20, 2007	Oct 27, 2008	no	MENOMONEE FALLS, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	n/a	Nov 30, 2018	n/a	n/a	Departure no registered destination	Departure
ROBERT W. BAIRD & CO. INCORPORATED	Ehlers	Nov 16, 2016	Apr 25, 2018	525	Firm change after gap	Other
WELLS FARGO INVESTMENTS, LLC	ROBERT W. BAIRD & CO. INCORPORATED	Dec 7, 2010	Mar 22, 2011	105	Firm change	Other
ALLSPRING FUNDS MANAGEMENT, LLC	WELLS FARGO INVESTMENTS, LLC	Oct 27, 2008	Mar 18, 2009	142	Firm change	Other

Relationships

Registered with (5)

→ EHLERSRegistered adviserregistration: current employment
Apr 25, 2018 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 20, 2018 to Nov 30, 2018factForm ADV
→ ROBERT W. BAIRD & CO. INCORPORATEDRegistered adviserregistration: previous registration
Mar 22, 2011 to Nov 16, 2016factForm ADV
→ WELLS FARGO INVESTMENTS, LLCRegistered adviserregistration: previous registration
Mar 18, 2009 to Dec 7, 2010factForm ADV
→ ALLSPRING FUNDS MANAGEMENT, LLCRegistered adviserregistration: previous registration
Feb 20, 2007 to Oct 27, 2008factForm ADV

Dated events

No dated event names this entity yet.