James Michael Groetsch
Investment adviser representative at Ehlers
11 yearsExperience
5 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
11 years in the industry.
- EhlersNov 2023 to now
- Ehlers Investment PartnersNov 2023 to now
- Pruco Securities LLCAug 2023 to Oct 2023
- UnemployedSep 2020 to Aug 2023
- Charles Schwab BankFeb 2016 to Sep 2020
- Charles Schwab & Co., Inc.Mar 2012 to Sep 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (CO, IL, KS, 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
- 5377369
- Firm CRD
- 146385