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Julie Ann Ellenbecker-Lipsky

ELLENBECKER INVESTMENT GROUP, INC.·WAUKESHA, Wisconsin
SIE, Series 6, Series 7, Series 63, Series 65CFPClean record26 years registeredELLENBECKER INVESTMENT GROUP, INC.
N21 W23350 RIDGEVIEW PARKWAY, WAUKESHA, WI 53188CRD# 3044053Firm CRD# 173851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Julie Ann Ellenbecker-Lipsky · WAUKESHA, WI
Registration
CRD #3044053 · ELLENBECKER INVESTMENT GROUP, INC. · 26 years registered
Brand Profile
Not yet started
01

Career History

ELLENBECKER INVESTMENT GROUP
Dec 2014 – present
SII INVESTMENTS, INC.
Oct 1999 – Apr 2015
PEWAUKEE, WI
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · October 5, 1999
Years registered · 26
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ELLENBECKER INVESTMENT GROUP, INC.
CRD 173851 · SEC 801-80600
AUM
$1.5B
Regulatory assets under management
Employees
39
2,060 client accounts
Services offered by ELLENBECKER INVESTMENT GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at ELLENBECKER INVESTMENT GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Julie Ann Ellenbecker-Lipsky offer?
Julie Ann Ellenbecker-Lipsky specializes in Financial Planning, Investment Management. Contact their office in WAUKESHA, Wisconsin for a consultation.
What are Julie Ann Ellenbecker-Lipsky's credentials?
Julie Ann Ellenbecker-Lipsky holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Julie Ann Ellenbecker-Lipsky located?
Julie Ann Ellenbecker-Lipsky is based in WAUKESHA, Wisconsin, working with ELLENBECKER INVESTMENT GROUP, INC.. Their office serves clients in the WAUKESHA metropolitan area and surrounding communities.
How does Julie Ann Ellenbecker-Lipsky charge for services?
Julie Ann Ellenbecker-Lipsky's firm is compensated through percentage of aum, subscription fees, other: corporate education and speaking engagements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLENBECKER INVESTMENT GROUP, INC.?
ELLENBECKER INVESTMENT GROUP, INC. has approximately 39 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ELLENBECKER INVESTMENT GROUP, INC.

Karen Jean Ellenbecker
WAUKESHA, WI

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