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Julie Ann Ellenbecker-Lipsky

ELLENBECKER INVESTMENT GROUP, INC.·WAUKESHA, Wisconsin
Unclaimed Profile
N21 W23350 RIDGEVIEW PARKWAY, WAUKESHA, WI 53188CRD# 3044053Firm CRD# 173851
01

About

Julie Ann Ellenbecker-Lipsky is a registered financial advisor based in WAUKESHA, Wisconsin, affiliated with ELLENBECKER INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELLENBECKER INVESTMENT GROUP, INC.
ELLENBECKER INVESTMENT GROUP
AUM
$1.5B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at ELLENBECKER INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS
Regulatory
SEC/IARD CRD# 3044053
Firm CRD# 173851
No disclosures on file
View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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 in WAUKESHA
Kenneth John Herdeman — EHLERS INVESTMENT PARTNERS, LLCSean Lentz — EHLERS INVESTMENT PARTNERS, LLCMike Harrigan — EHLERS INVESTMENT PARTNERS, LLCBruce Kimmel — EHLERS INVESTMENT PARTNERS, LLCBarry S. Arnold — GLOBAL VIEW CAPITAL MANAGEMENT LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)BROOKFIELD (68)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideBROOKFIELD Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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