Elizabeth Peterson Wahlig
Investment adviser representative at Mra Advisory Group
7 yearsExperience
2 statesRegistered in
$361.3MFirm assets
9 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 assetsSubscriptionFixed 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
7 years in the industry.
- Mra Advisory GroupFeb 2018 to now
- Falconer & Daughters, LLCApr 2011 to now
- Allied Wealth PartnersMay 2015 to Jan 2018
- Minnesota Life Insurance CompanyMay 2015 to Jan 2018
- Securian Financial Services, IncMay 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Mra Advisory Group
$361.3MAssets managed
504Clients
8Advisers
9 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
- 6135134
- Firm CRD
- 287933