Elizabeth
Wahlig
Mra Advisory Group
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About this Advisor
Elizabeth Wahlig is a financial advisor working in Parsippany, New Jersey, with a total of 5 years of relevant experience. Wahlig is an employee of Mra Advisory Group. Their career trajectory has included roles at Falconer & Daughters, LLC, Chatham Wealth Management, Minnesota Life Insurance Company, Securian Financial Services, Inc and Allied Wealth Partners. Wahlig has a Series 63 license, designating them as a securities broker, and is approved to work in New Jersey and Pennsylvania. Mra Advisory Group is a financial advisory business operating out of Parsippany, NJ. It has offices in two locations and a total of 16 employees. It handles $214 million in assets under management among its 1,209 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,209 client accounts, just 6% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules typically depend on which services the firm provides the client. However, fee types billed by Mra Advisory Group can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mra Advisory Group Brokerage Details
$213,519,270
16
1,209
$176,608
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Elizabeth Wahlig Work History
Elizabeth has been registered as a financial advisor for 5 years.*
Falconer & Daughters, LLC
Minnesota Life Insurance Company
Securian Financial Services, Inc
Allied Wealth Partners
Securian Financial Services, Inc
Chatham Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Wahlig 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 Mra Advisory Group
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
Parsippany, NJ
The content in this profile was updated by SmartAsset on 4/16/2023. 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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