# Hohensee Financial Services

Hohensee Financial Services is a Bank / Wealth / Trust based in Dousman, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Dousman, United States
- **Region:** North America
- **Address:** Dousman, WI, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 113381
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-16T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113381

## About

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.

## Sectors

- Wealth Management
- Financial Services

## People

- Paul Hohensee — Investment Adviser Representative

## 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.

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- [Hogantaylor Wealth](https://altss.com/profile/hogantaylor-wealth)
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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/hohensee-financial-services

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