James
Groetsch
Ehlers
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About this Advisor
James Groetsch is a financial advisor based in Saint Paul, Minnesota, working with Ehlers. James has previously held positions at Charles Schwab & Co., Inc, Charles Schwab Bank, Pruco Securities LLC, and Ehlers Investment Partners. James has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Illinois, Kansas, Minnesota, and Wisconsin. Currently, James is part of Ehlers, which operates out of Saint Paul, Minnesota. The firm has 1 office and 9 employees. The firm manages assets totaling $2.3 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include portfolio management for institutional clients, educational seminars, and other services. The fee structure at Ehlers includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ehlers Brokerage Details
$2,344,886,943
9
571
$4,106,632
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Educational seminars/workshops
- Other
James Groetsch Work History
Ehlers Investment Partners
Pruco Securities LLC
Charles Schwab Bank
Charles Schwab & Co., Inc
Disclosures
Please visit the SEC profile of James Groetsch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ehlers
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
Saint Paul, MN
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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