Hohensee Financial Services, INC.

Public-record details

Address

S33 W35676 Meadow Trail, Dousman, WI 53118

Phone

(262) 431-4095

Listed under

Hourly fees, % of assets managed

CRD number

113381

Registration

State registered: WI

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses

Regulatory assets under management

$19.0 million

Accounts managed

38

Clients reported (Form ADV 5.D)

38

Individual / high-net-worth clients

38 / 0

Employees

2

Other business activities (Form ADV 6.A)

Also active as: registered representative of a broker-dealer, insurance broker or agent

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-16

State registered (WI) investment adviser, CRD 113381, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 113381 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.