Jeffrey R. Ohe

CAHILL FINANCIAL ADVISORS

Edina, MN 55439

Some features on this profile are disabled

CRD#: 2376320

Professional summary

Jeffrey Ronald Ohe, CFP® is a registered financial advisor currently at CAHILL FINANCIAL ADVISORS, INC. located in Edina, Minnesota.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 6 firms and has passed the Series 66, Series 63, Series 7, Series 53 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Cahill Real Estate Holdings, LLC is an LLC established for the sole purpose of purchasing an office building to rent to Cahill Financial Advisors, Inc. It is not an investment-related entity. The address is 7261 Ohms Lane, Edina, MN 55439. My position is to own a member's share of the assets and liabilities associated with the purchasing and renting of the building. This business, and my relationship to the business, began in April of 2015. I devote less than 0-1 hour per month to the business overall, and 0-1 hour per month during securities trading hours. My duties are shared with the three other member owners, and include an annual member's meeting and decisions on repairs and maintenance of the building.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ronald Ohe's CRS (Customer Relationship Summary).

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^®

Certified Financial Planner

Start date: 2006

Experience

Current

April 3, 2013 - Present

CAHILL FINANCIAL ADVISORS, INC.

Office #1: 7261 Ohms Lane, Edina, MN 55439

RIA

CRD#: 109890

Edina, MN

Past

October 3, 2008 - October 14, 2011

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

MINNETONKA, MN

Past

June 16, 2008 - September 25, 2008

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

EDINA, MN

Past

May 11, 1999 - September 25, 2008

CHARLES SCHWAB & CO., INC.

CRD#: 5393

EDINA, MN

Past

October 27, 1997 - May 10, 1999

ADP BROKER-DEALER, INC.

CRD#: 37693

ROSELAND, NJ

Past

September 23, 1996 - May 12, 1997

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

August 25, 1993 - October 9, 1996

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

DETROIT, MI

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".

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 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

Minnesota
(1/27/2014)

IAR

Texas
(4/3/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/27/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 9/3/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/1993

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 3/27/1995

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 8

Date: 3/3/1995

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

CAHILL FINANCIAL ADVISORS, INC. | MIDWEST INVESTMENT ADVISORS, INC.

CRD#: 109890 / SEC#: 801-18388

RIA

Registered Investment Advisory firm - (2/10/1983 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

7261 Ohms Lane, Edina, MN 55439

Mailing Address

Phone number

(952) 926-1659

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (25 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CAHILL FINANCIAL ADVISORS ADV PART 2A DATED MARCH 28, 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	3,813
AUM (Assets Under Management)	$ 1,432,327,484

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/26/2024	Cover Page	Report
11/21/2023	Cover Page	Report

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.

Similar Advisors

Chad Rusten

ELEMENT SQUARED PRIVATE WEALTH

IAR

Minneapolis, MN

Janai Deitt

THRIVENT INVESTMENT MANAGEMENT INC.

IAR

McKinney, TX

Steven Schmidt

LPL ENTERPRISE, LLC

IAR

ST. LOUIS PARK, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jeffrey R. Ohe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Ronald Ohe's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

ADP BROKER-DEALER, INC.

UBS FINANCIAL SERVICES INC.

AMERIPRISE ADVISOR SERVICES, INC.

Primary Firm SEC Registration

CAHILL FINANCIAL ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 6/27/2003

Series 63

Date: 9/3/1993

Series 7

Date: 8/24/1993

Series 53

Date: 3/27/1995

Series 8

Date: 3/3/1995

Current Firm

CAHILL FINANCIAL ADVISORS, INC.

Contact information

SEC notice filing (25 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CAHILL FINANCIAL ADVISORS, INC.

TRUST BUT VERIFY

Similar Advisors