Hohensee Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$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%
$50 per hour for limited scope engagements; $25 per hour for clerical time
Main office
See officeS33 W35676 Meadow Trail
Dousman WI 53118
Advisors at this office
1
Offices (2)
Most active in
Wisconsin
Also doing business as
Abacus Financial Services, Inc. · Hohensee Financial Services, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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.
Frederick H
Series 63
Oconomowoc, WI
Hohensee Financial Services, Inc.
Frederick Hohensee is a financial advisor at Hohensee Financial Services, Inc. with 40 years of industry experience. He holds the Series 63 designation and has worked at Abacus Investments, Inc. since 1993. Hohensee Financial Services provides ongoing portfolio management and comprehensive financial planning to individuals and small institutional clients, primarily serving retail customers. The firm combines discretionary management with tailored planning across multiple financial areas and employs a variety of security analysis techniques and strategies.
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.
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