Mary Anne Ehlert
Investment Adviser Representative at Simplicity Wealth
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Mary Anne Ehlert is an investment adviser representative with Simplicity Wealth in Lincolnshire, IL, where they have been registered since 2024. They have worked in the securities industry since 1997 and have been registered with 5 firms, including Ehlert Financial Group, Inc. and Forum Financial Management, LP. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Illinois.
Registrations & licenses
- Investment adviser:
- Illinois
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ehlert Financial GroupJan 1990 – Dec 2024Lincolnshire, IL
- Forum Financial Management, LPNov 2013 – Jul 2024Lombard, IL
- Protected Tomorrows Inc.Jan 2003 – no end date reportedLincolnshire, IL
- Forum Financial Management, LPApr 2014 – Dec 2023Lombard, IL
- F.a.m., LLCJan 2014 – Dec 2023Lombard, IL
- Simplicity WealthApr 2024 – no end date reportedSummit, NJ
- Protected Tomorrows CharitiesJan 2006 – no end date reportedLincolnshire, IL
- Life Care Design Studio LLCJan 2005 – no end date reportedLincolnshire, IL
- Special Olympics Illinois FoundationJun 2018 – no end date reportedLincolnshire, IL
- Foundation of Cornelia De Lange SyndromeMay 2022 – no end date reportedLincolnshire, IL
- Wallace Partnership LLCJan 2004 – no end date reportedLincolnshire, IL
- Integrative TouchJun 2022 – no end date reportedLincolnshire, IL
- Tails for Life NFPJan 2015 – no end date reportedLincolnshire, IL
- Protected Tomorrows IncJan 2003 – no end date reportedLincolnshire, IL
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Simplicity Wealth
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 198
- Offices listed on AdvisorFinder:
- 48
- Main office:
- Summit, NJ
- SEC file number:
- 801-114798
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 8, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mary Anne Ehlert has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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