Mary A. Ehlert
SIMPLICITY WEALTH
Lincolnshire, IL 60069
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CRD#: 2130414
Professional summary
Mary Anne Ehlert, CFP®, who also goes by Maryanne Gabriel, Maryanne Wallace, is a registered financial advisor currently at SIMPLICITY WEALTH located in Lincolnshire, Illinois.
Mary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Mary has worked at 9 firms and has passed the Series 65, Series 63, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Investment Planning
Employee and Employer Plan Ben...
Divorce Planning
Business Succession Planning
Budgeting
Comprehensive Financial Planni...
Education Planning
Retirement Planning
Insurance Planning
Estate Planning
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
Maryanne Gabriel | Maryanne Wallace
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 Mary Anne Ehlert- Agent ; investment-related-Yes;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069; Insurance sales; Insurance agent;start date 1/1990;hours devoted during trading hrs 5;hours devoted outside if trading hrs-0;insurance sales of non variable insurance including term insurance secondto die insurance and long term care 2)Protected Tomorrows Charities; investment-related-No;address-103 Schelter rd suite 10 Lincolnshire IL 60069;Special needs charity;Director;start date-01/2006;hrs outside of trading-0;hrs devote during trading hrs-1;provide educational webinars and inforamtion to families with a familymemeber with a disability. Assists and identify research for residential, employment and recreational opportunities. 3) Protected Tomorrows Inc; investment-related-No;103 Schelter Road Ste 10 Lincolnshire IL60069;nature of the other business-manage strategy speak to families, create content and manage staffing; CEO;start date-01/2003;20 hrs/month devoted; 50 hrs during outside trading hours;consulting and advocacy for familied with disability. building life care plans, coaching of applying for government benefits, finding residential, employment and recreational opportunities. includes educating other professionals on how to interact with this population. 4) Life Care Design Studio LLC;investment related-No;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069;manage the operations of the business;President; start date-1/2005; hrs devoted during trading hrs 1;hrs devoted outside trading hrs 2;consulting to families who need thier home converted for accessibility also provided to businesses. 5) Wallace Partnership LLC; investment realted-No;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069; Real estate; President;start date 01/2004;hrs devoted during trading hrs1; hrs devoted outside of trading hrs 2;LLC to own the office real estate at 103 Schelter Rd Lincolnshire a one member LLC Leasing Business 6) Foundation of Cornelia De Lange Syndrome;Investment related -No;address-103 Schelter Rd Ste 10 Lincolnshore IL 60069;Provide guidance to management of foundation;Board Member;start date-05/2022;hrs devoted during trading hrs-0;Hrs devoted outside of trading hrs-3;Raise awareness & funding for research for Cornelia de Lange Syndrome. 7) Integrative Touch;Investment related-No;103 Schelter rd ste 10 Lincolnshire IL60069;Center for families with special needs; Board Member;start date-06/2022;hrs during trading1;hrs outside trading-5;provide tele health & alternative integrative management to families with special needs and critical illness. 8) Tails for Life NFP; Investemet Related-no;address-103 Schelter rd ste 10 Lincolnshire IL 60069;Training of service dogs; Board Member;start date-01/2015;hrs devoted during trading hrs-0;hrs devoted outside of trading hrs-1; Charity that provides training of service dogs . 9) Special Olympics of Illinois;investment-related-No;Address-103 Schelter rd. Ste10 Lincolnshire IL 60069;Provide guidance to team & assist in fund raising; Board Member; start date 06/2018;hrs devoted during trading hrs0; hrs devoted outside trading hrs 2;raise funds to support the mission of Special Olympics Illinois Headquarters located in Normal IL 10) Mary Anne Ehlert-Investment related -No, 103 Schelter Rd Ste 10 Lincolnshire IL60069;Notary Public;start date 01/2010; hrs devoted during 4;hrs outside of trading 0,complimentary service
CRS (Client Relationship Summary) - RIA
Click below to view Mary Anne Ehlert's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1993
Experience
Current
April 17, 2024 - Present
SIMPLICITY WEALTH
Office #1: 103 Schelter Road Suite 10, Lincolnshire, IL 60069RIA
CRD#: 300572
Lincolnshire, IL
Past
January 2, 2014 - April 1, 2014
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
LINCOLNSHIRE, IL
Past
December 2, 2013 - July 31, 2024
FORUM FINANCIAL MANAGEMENT, LP
RIA
CRD#: 145706
LINCOLNSHIRE, IL
Past
August 31, 2004 - October 9, 2009
M HOLDINGS SECURITIES, INC.
RIA
CRD#: 43285
LINCOLNSHIRE, IL
Past
August 31, 2004 - December 31, 2013
M HOLDINGS SECURITIES, INC.
BD
CRD#: 43285
LINCOLNSHIRE, IL
Past
March 2, 2000 - September 28, 2004
EAGLE STRATEGIES LLC
RIA
CRD#: 110826
VERNON HILLS, IL
Past
November 1, 1999 - September 27, 2004
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Past
December 10, 1997 - November 24, 2024
EHLERT FINANCIAL GROUP, INC.
RIA
CRD#: 112150
LINCOLNSHIRE, IL
Past
April 18, 1995 - November 1, 1999
VESTOR CAPITAL SECURITIES, LLC
BD
CRD#: 15809
CHICAGO, IL
Past
August 19, 1991 - March 16, 1995
WATERSTONE FINANCIAL GROUP, INC.
BD
CRD#: 10078
BOSTON, MA
Past
April 12, 1991 - September 18, 1991
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
Registered Investment Advisory firm - (3/11/2019 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Illinois(4/17/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
SIMPLICITY WEALTH
1ST CHOICE WEALTH | ZARA FINANCIAL GROUP | YAMAN FINANCIAL GROUP | WGD WEALTH MANAGEMENT | WEALTH FOR LIFE | WARD & ASSOCIATES FINANCIAL GROUP | WARD & ASSOCIATES | VOGEL RETIREMENT SOLUTIONS | VISION7 ADVISORY | VELTEN WATERHOUSE ADVISORS | VANTAGE FINANCIAL GROUP | UFC WEALTH | TUCKER FINANCIAL SERVICES | TRIUMPH PLANNING SOLUTIONS LLC | THE WHISLER AGENCY | THE RETIREMENT STRATEGIES | THE CORE FINANCIAL GROUP | THE BINNACLE GROUP | TAYLOR WEALTH AND INSURANCE | TAYLOR WEALTH & INSURANCE | SUMMIT WEALTH DESIGNS | STEWARD FINANCIAL SERVICES | STAYRETIRED WEALTH | SIMPLICITY WEALTH LLC | SIMPLICITY WEALTH | SIMPLICITY SOLUTIONS | SILVER SUMMIT FINANCIAL | SIAMO ADVISORS | SERENITY WEALTH | SENIOR TAX ADVISORY GROUP | SAWTOOTH WEALTH ADVISORS | SAGE FINANCIAL | ROSELAND RETIREMENT PLANNING | ROSELAND | RHOADS AGENCY | RETIREMENT STRATEGIES GROUP | RETIRE PRO | RELIANT WEALTH MANAGEMENT | REABURN CAPITAL | PROTECTIVE WEALTH STRATEGIES | PROTECTED TOMORROWS | PRESTIGE FINANCIAL ADVISORS | PRESTIGE FINANCIAL | PRESERVATION WEALTH CONSULTANTS | PRECISE CAPITAL | PERSONAL ECONOMICS | PEACE OF MIND FINANCE | NORTHLAND FINANCIAL | NORTH AMERICAN FINANCIAL SERVICES | MONETA WEALTH MANAGEMENT | MKH FINANCIAL SERVICES | MERIDIAN WEALTH | MALARIK FINANCIAL SERVICES | MAH FINANCIAL SERVICES | LRM RETIREMENT | LANGFORD WEALTH MANAGEMENT | LAKEVIEW FINANCIAL SOLUTIONS | LAKES FINANCIAL | KRUEGER WEALTH | KING FINANCIAL SERVICES | JUNIPER WEALTH MANAGEMENT | JCHRISTOPHER ADVISORS | INDEPENDENT TRUST WEALTH MANAGEMENT | HUX CAPITAL MANAGEMENT | HOFFMAN WEALTH MANAGEMENT | HINES WEALTH MANAGEMENT | HERMANN FINANCIAL GROUP | HELP PROTECT AND GROW | HEADSAIL FINANCIAL | HATHAWAY INVESTMENTS | H AND W FINANCIAL SERVICES | GUARDIAN WEALTH MANAGEMENT | GREENEFI WEALTH STRATEGIES | GREEN WEALTH MANAGEMENT | GRANITE ROCK WEALTH MANAGEMENT | FRONT PAGE FINANCIAL ADVISORS | FREEDOM WEALTH SERVICES | FREEDOM WEALTH | FRANKLIN HENLEY FINANCIAL | FIRSTFRUITS ASSET MANAGEMENT | FIRST INCOME ADVISORS | FIRST FRUIT ASSET MANAGEMENT | FINANCIAL SECURITY MANAGEMENT AGENCY | FDL FINANCIAL | FAMILY WEALTH AND VESTUS | EXPERITY WEALTH | EVERGREEN RETIREMENT SOLUTIONS | EPERSONAL FINANCIAL | ELITE FINANCIAL PLANNING SERVICES LLC | DREAMCAP INVESTMENTS | DREAM CAP INVESTMENTS | DIVERSIFIED RETIREMENT AND WEALTH | DIAMOND LIFE PLANNING | DAK FINANCIAL GROUP | CREATIVE RETIREMENT PLANNING | CONCEIRGE FINANCIAL | COMMONWEALTH GUARDIANS | CLEAR VISION PLANNING | CHEVALIER WEALTH AND ASSOCIATES | CATHURES WEALTH | CAPSTONE FINANCIAL ASSOCIATES | CAPITAL PLANNING LLC | BTL TAX AND FINANCIAL | BROWNSTONE FINANCIAL GROUP | BRIGHTPATH FINANCIAL | BRETT REID WEALTH | BLUEROCK FINANCIAL MANAGEMENT | BEST INTEREST WEALTH PLANNING | BERGEN FINANCIAL GROUP | BEACON ASSOCIATES | BAYOU CITY FINANCIAL ADVISORS | BANKSTON WEALTH MANAGEMENT | AUGUST H VELTEN & ASSOCIATES | APTUS WEALTH MANAGEMENT | ALWAYS HELPING WM | ABUNDANT LIVING FINANCIAL SERVICES | ABRAMS INSURANCE SOLUTIONS
CRD#: 300572 / SEC#: 801-114798
RIA
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Contact information
Main Address
475 Springfield Ave. Suite #1, Summit, NJ 07901
Mailing Address
Phone number
(844) 220-8326
Established
Firm type
Fiscal year end
# of Employees
242
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,573 |
| AUM (Assets Under Management) | $ 3,598,410,848 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
