Tamara Jeanne Allen
Investment adviser representative at Ehlers
15 yearsExperience
4 statesRegistered in
$3.6BFirm assets
17 yearsFirm in business
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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.
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- EhlersApr 2018 to now
- Ehlers Investment PartnersApr 2018 to now
- Ameriprise Financial Services, IncNov 2018 to Nov 2018
- Ehlers and AssociatesNov 2016 to Nov 2018
- Robert W. Baird & Co. Inc.Apr 2011 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 4 states (CO, IL, MN, WI).
Ehlers
Legal name: Ehlers Investment Partners, LLC
$3.6BAssets managed
300Clients
6Advisers
17 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
- 5006680
- Firm CRD
- 146385