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Hohensee Financial Services, Inc.

Updated today

Client assets under management

$18,964,404

Clients

38

0% high-net worth

Advisors

3

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

13

Very Low

Average account size

$499,063

About

Hohensee Financial Services provides ongoing investment supervisory (portfolio management) and broader financial planning services to individuals and small institutional clients, and also offers limited-scope hourly planning engagements. The firm generally serves retail clients and does not typically cater to high‑net‑worth households.

The adviser works with clients under tailored, discretionary arrangements when authorized, implementing recommendations across retirement, education, estate, tax and insurance planning while accepting client‑imposed investment restrictions and conducting periodic account reviews. Security analysis combines charting, fundamental and technical methods, and strategies listed in the brochure can include long- and short-term positions, trading, margin, short sales and option writing.

The firm is affiliated with Abacus Investments, Inc., and its representatives are registered with that broker‑dealer and are licensed insurance agents, allowing for broker‑dealer execution and the recommendation of insurance products for commission as disclosed in the brochure. This combination of RIA advisory services with broker‑dealer affiliation and insurance brokerage activity is uncommon among peers and is a notable operational feature to consider.

Client services

Portfolio management

Expertise

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies

Fee options

Percentage

$0 - $24,999: 1.25% $25,000 - $99,999: 1.00% $100,000 - $499,999: 0.75% $500,000 - $999,999: 0.65% $1,000,000+: 0.55%

Project-based

$50 per hour for limited scope engagements; $25 per hour for clerical time

Main office location

Hohensee Financial Services, Inc.

S33 W35676 Meadow Trail

Dousman WI 53118, United States

Number of offices

1

Most active in

Wisconsin

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

Ryan S

Series 66

Dousman, WI

Hohensee Financial Services, Inc.

Ryan Stelzer is a financial advisor with Hohensee Financial Services, Inc., holding a Series 66 designation and bringing 20 years of industry experience. He has worked at Abacus Investments since 2005 and previously at Peoples Bank from 2004 to 2017. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, focusing primarily on retail clients rather than high-net-worth households. The firm offers tailored discretionary investment management and limited-scope hourly planning engagements, utilizing a combination of charting, fundamental, and technical analysis in its strategies.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
user avatar

Frederick H

Series 63

Oconomowoc, WI

Hohensee Financial Services, Inc.

Frederick Hohensee is the sole advisor at Hohensee Financial Services, Inc. He holds a Series 63 designation and has 40 years of industry experience. He has been associated with Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing investment supervisory and financial planning services primarily to individuals and small institutional clients, offering tailored discretionary arrangements and limited-scope hourly planning engagements. The firm combines multiple security analysis methods and maintains an affiliation with Abacus Investments, Inc., integrating RIA advisory services with broker-dealer and insurance brokerage activities.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
user avatar

John G

Series 63

Oconomowoc, WI

Hohensee Financial Services, Inc.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

College savings (529s, UTMA, etc.) General retirement planning General tax planning General estate planning guidance Options & derivatives strategies
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