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RS

Ryan M. Stelzer

HOHENSEE FINANCIAL SERVICES
Dousman, WI 53118
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CRD#: 5058405
RS

Professional summary


Ryan Matthew Stelzer is a registered financial advisor currently at HOHENSEE FINANCIAL SERVICES, INC. located in Dousman, Wisconsin and ABACUS INVESTMENTS, INC. located in Dousmans, Wisconsin.

Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Ryan has worked at 2 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Ryan Matthew Stelzer'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

March 29, 2011 - Present

HOHENSEE FINANCIAL SERVICES, INC.

Office #1: S33 W35676 Meadow Trail, Dousman, WI 53118
RIA
CRD#: 113381
Dousman, WI
Current

January 1, 2006 - Present

ABACUS INVESTMENTS, INC.

Office #1: S33 W35676 Meadow Trail, Dousmans, WI 53118Office #2: N5860 Hwy 12 Suite 3, Elkhorn, WI 53121
BD
CRD#: 35127
Dousmans, WI

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(7/19/2022)
RR
Florida
(9/26/2018)
RR
Illinois
(3/7/2011)
RR
North Carolina
(1/3/2020)
RR
Ohio
(4/15/2024)
RR
Wisconsin
(2/10/2006)
IAR
Wisconsin
(3/29/2011)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 2/9/2006
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HF
HOHENSEE FINANCIAL SERVICES, INC.
ABACUS FINANCIAL SERVICES, INC. | HOHENSEE FINANCIAL SERVICES, INC.

CRD#: 113381 / SEC#:

Wisconsin
Registered Investment Advisory firm - (8/28/1992 Approved)
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Contact information


Main Address
S33 W35676 Meadow Trail, Dousman, WI 53118
Mailing Address
Phone number
(262) 431-4095
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts25
AUM (Assets Under Management)$ 17,882,191

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


HOHENSEE FINANCIAL SERVICES, INC.

CRD#: 113381Dousman, WI 53118

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