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Tamara J. Olszewski

EHLERS
WAUKESHA, WI 53188
Some features on this profile are disabled
CRD#: 5006680
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Professional summary

Tamara Jeanne Olszewski, who also goes by Tami Jeanne Allen, Tamara Olszewski, Tamara Jeanne Walthall, Tamara Jeanne Walthall-allen, is a registered financial advisor currently at EHLERS located in Waukesha, Wisconsin.

Tamara is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Tamara has worked at 7 firms and has passed the Series 65, Series 63, Series 50, SIE, Series 7, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tami Jeanne Allen | Tamara Olszewski | Tamara Jeanne Walthall | Tamara Jeanne Walthall-Allen

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Jeanne Olszewski'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®
None

Experience

Current

April 25, 2018 - Present

EHLERS

Office #1: N19w24400 Riverwood Drive Suite 100, Waukesha, WI 53188
RIA
CRD#: 146385
WAUKESHA, WI
Past

November 20, 2018 - November 30, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
BROOKFIELD, WI
Past

March 22, 2011 - November 16, 2016

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
MILWAUKEE, WI
Past

March 22, 2011 - November 16, 2016

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

December 21, 2010 - March 21, 2011

SCOTTRADE, INC.

BD
CRD#: 8206
OAK CREEK, WI
Past

March 18, 2009 - December 7, 2010

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
MILWAUKEE, WI
Past

March 18, 2009 - December 7, 2010

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
MILWAUKEE, WI
Past

February 20, 2007 - October 27, 2008

ALLSPRING FUNDS MANAGEMENT, LLC

RIA
CRD#: 110841
MENOMONEE FALLS, WI
Past

August 30, 2005 - October 27, 2008

ALLSPRING FUNDS DISTRIBUTOR, LLC

BD
CRD#: 133366
MENOMONEE FALLS, WI

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".
EH
EHLERS
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS

CRD#: 146385 / SEC#: 801-69849

RIA
Registered Investment Advisory firm - (1/12/2009 Approved)
Wisconsin
Registered Investment Advisory firm - (2/24/2009 Terminated)

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
Colorado
(6/21/2019)
IAR
Illinois
(7/19/2019)
IAR
Minnesota
(4/30/2018)
IAR
Wisconsin
(4/25/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/19/2007
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 9/8/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 50
Date: 5/9/2017
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
SIE
Date: 11/16/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/29/2005
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 53
Date: 1/13/2012
Municipal Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/10/2011
General Securities Principal Examination

Current Firm

EH
EHLERS
BBE COMMUNITY INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS, LLC | EHLERS INVESTMENT PARTNERS | EHLERS

CRD#: 146385 / SEC#: 801-69849

RIA
Registered Investment Advisory firm - (1/12/2009 Approved)
Wisconsin
Registered Investment Advisory firm - (2/24/2009 Terminated)
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Contact information

Main Address
3001 Broadway Street Ne Suite 320, Minneapolis, MN 55413
Mailing Address
Phone number
(800) 552-1171
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

EHLERS INVESTMENT PARTNERS ADV 2A 7-15-2025 (7/15/2025)

Regulatory assets under management

Total Number of Accounts559
AUM (Assets Under Management)$ 2,735,110,703

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.

Company Information

EHLERS

CRD#: 146385Waukesha, WI 53188

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