# MARY ANNE EHLERT

MARY ANNE EHLERT is an investment adviser representative (IAR) with state registration records since 1997, appearing at 5 firms. Currently registered with SIMPLICITY WEALTH LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SIMPLICITY WEALTH LLC](https://search.stillhousedata.com/firm/300572) | 2024-04-17 | present | Yes |
| [FORUM FINANCIAL MANAGEMENT, LP](https://search.stillhousedata.com/firm/145706) | 2013-12-02 | 2024-07-31 | — |
| [M HOLDINGS SECURITIES, INC.](https://search.stillhousedata.com/firm/43285) | 2004-08-31 | 2009-10-09 | — |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2000-03-02 | 2004-09-28 | — |
| [EHLERT FINANCIAL GROUP, INC.](https://search.stillhousedata.com/firm/112150) | 1997-12-10 | 2024-11-24 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2130414)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2130414.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.