Bank / Wealth / TrustRIA · CRD 113381

Updated:

Hohensee Financial Services

Hohensee Financial Services is a state-registered investment adviser in Dousman, WI. It manages $19 million in regulatory assets. The firm has 2 employees and...

Hohensee Financial Services logo

Hohensee Financial Services

Hohensee Financial Services is a state-registered investment adviser in Dousman, WI. It manages $19 million in regulatory assets. The firm has 2 employees and 1 investment adviser.

General information

Firm type

Bank / Wealth / Trust

Location

Region

North America

Country

United States

City

Dousman

Corporate office

Dousman, WI, United States

Principals

Paul Hohensee

Investment Adviser Representative

Sector focus

Wealth ManagementFinancial Services

Frequently asked questions

Is Hohensee affiliated with a larger bank or financial institution?

Public records indicate Hohensee Financial Services is an independent registered investment adviser, not a division of a bank, wirehouse or insurance company. This independence shapes its product shelf and advisory posture — free from proprietary product mandates but also without the capital and distribution resources of a larger parent institution.

Does Hohensee Financial Services have a minimum account size?

No minimum account size is publicly disclosed. Independent RIAs in this market segment often set minimums that range from zero to several hundred thousand dollars, but Hohensee's client qualification criteria are not published.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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