Mary Anne Ehlert

Current Employers

Employment History

• 01/1990 → 12/2024
  Ehlert Financial Group
  Lincolnshire, IL
• 11/2013 → 07/2024
  Forum Financial Management, Lp
  Lombard, IL
• 01/2003 → Present
  Protected Tomorrows Inc.
  Lincolnshire, IL
• 04/2014 → 12/2023
  Forum Financial Management, Lp
  Lombard, IL
• 01/2014 → 12/2023
  F.A.M., Llc
  Lombard, IL
• 04/2024 → Present
  Simplicity Wealth
  Summit, NJ
• 01/2006 → Present
  Protected Tomorrows Charities
  Lincolnshire, IL
• 01/2005 → Present
  Life Care Design Studio Llc
  Lincolnshire, IL
• 06/2018 → Present
  Special Olympics Illinois Foundation
  Lincolnshire, IL
• 05/2022 → Present
  Foundation Of Cornelia De Lange Syndrome
  Lincolnshire, IL
• 01/2004 → Present
  Wallace Partnership Llc
  Lincolnshire, IL
• 06/2022 → Present
  Integrative Touch
  Lincolnshire, IL
• 01/2015 → Present
  Tails For Life Nfp
  Lincolnshire, IL
• 01/2003 → Present
  Protected Tomorrows Inc
  Lincolnshire, IL

Previous Registrations

• 1997-12-10 → 2024-11-24
  Ehlert Financial Group, Inc.
  Lincolnshire, IL
• 2013-12-02 → 2024-07-31
  Forum Financial Management, Lp
  Lincolnshire, IL
  Lombard, IL
• 2004-08-31 → 2009-10-09
  M Holdings Securities, Inc.
  Lincolnshire, IL
  Lincolnshire, IL
• 2000-03-02 → 2004-09-28
  Eagle Strategies Llc
  Vernon Hills, IL

Other Businesses

1 Mary Anne Ehlert- Agent ; investment-related-Yes;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069; Insurance sales; Insurance agent;start date 1/1990;hours devoted during trading hrs 5;hours devoted outside if trading hrs-0;insurance sales of non variable insurance including term insurance secondto die insurance and long term care 2)Protected Tomorrows Charities; investment-related-No;address-103 Schelter rd suite 10 Lincolnshire IL 60069;Special needs charity;Director;start date-01/2006;hrs outside of trading-0;hrs devote during trading hrs-1;provide educational webinars and inforamtion to families with a familymemeber with a disability. Assists and identify research for residential, employment and recreational opportunities. 3) Protected Tomorrows Inc; investment-related-No;103 Schelter Road Ste 10 Lincolnshire IL60069;nature of the other business-manage strategy speak to families, create content and manage staffing; CEO;start date-01/2003;20 hrs/month devoted; 50 hrs during outside trading hours;consulting and advocacy for familied with disability. building life care plans, coaching of applying for government benefits, finding residential, employment and recreational opportunities. includes educating other professionals on how to interact with this population. 4) Life Care Design Studio LLC;investment related-No;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069;manage the operations of the business;President; start date-1/2005; hrs devoted during trading hrs 1;hrs devoted outside trading hrs 2;consulting to families who need thier home converted for accessibility also provided to businesses. 5) Wallace Partnership LLC; investment realted-No;address-103 Schelter Road, Suite 10, Lincolnshire, IL 60069; Real estate; President;start date 01/2004;hrs devoted during trading hrs1; hrs devoted outside of trading hrs 2;LLC to own the office real estate at 103 Schelter Rd Lincolnshire a one member LLC Leasing Business 6) Foundation of Cornelia De Lange Syndrome;Investment related -No;address-103 Schelter Rd Ste 10 Lincolnshore IL 60069;Provide guidance to management of foundation;Board Member;start date-05/2022;hrs devoted during trading hrs-0;Hrs devoted outside of trading hrs-3;Raise awareness & funding for research for Cornelia de Lange Syndrome. 7) Integrative Touch;Investment related-No;103 Schelter rd ste 10 Lincolnshire IL60069;Center for families with special needs; Board Member;start date-06/2022;hrs during trading1;hrs outside trading-5;provide tele health & alternative integrative management to families with special needs and critical illness. 8) Tails for Life NFP; Investemet Related-no;address-103 Schelter rd ste 10 Lincolnshire IL 60069;Training of service dogs; Board Member;start date-01/2015;hrs devoted during trading hrs-0;hrs devoted outside of trading hrs-1; Charity that provides training of service dogs . 9) Special Olympics of Illinois;investment-related-No;Address-103 Schelter rd. Ste10 Lincolnshire IL 60069;Provide guidance to team & assist in fund raising; Board Member; start date 06/2018;hrs devoted during trading hrs0; hrs devoted outside trading hrs 2;raise funds to support the mission of Special Olympics Illinois Headquarters located in Normal IL 10) Mary Anne Ehlert-Investment related -No, 103 Schelter Rd Ste 10 Lincolnshire IL60069;Notary Public;start date 01/2010; hrs devoted during 4;hrs outside of trading 0,complimentary service

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-08-11
• S63 Uniform Securities Agent State Law Examination
  1991-04-12

Designations

Other Names

• Maryanne Gabriel
• Maryanne Wallace