Mary Anne Ehlert
Investment adviser representative at Simplicity Wealth
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$4.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Simplicity WealthApr 2024 to now
- Integrative TouchJun 2022 to now
- Foundation of Cornelia De Lange SyndromeMay 2022 to now
- Special Olympics Illinois FoundationJun 2018 to now
- Tails for Life NfpJan 2015 to now
- Protected Tomorrows CharitiesJan 2006 to now
- Life Care Design Studio LLCJan 2005 to now
- Wallace Partnership LLCJan 2004 to now
- Protected Tomorrows Inc.Jan 2003 to now
- F.A.M., LLCJan 2014 to Dec 2023
- Forum Financial Management, LPNov 2013 to Jul 2024
- Ehlert Financial GroupJan 1990 to Dec 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (IL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2130414
- Firm CRD
- 300572