ELLENBECKER INVESTMENT GROUP, INC.

ELLENBECKER INVESTMENT GROUP
WAUKESHA, Wisconsin·2 registered advisors·CRD# 173851
SEC# 801-806002262-691-3200
01

Firm Overview

AUM
$1.5B
Regulatory assets under management
Employees
39
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
Other: CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ELLENBECKER INVESTMENT GROUP, INC.

2 registered advisors
Julie Ann Ellenbecker-Lipsky
WAUKESHA, Wisconsin
CFP
Karen Jean Ellenbecker
WAUKESHA, Wisconsin
05

Office Locations

WAUKESHA, Wisconsin
2 advisors

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Data sourced from SEC Form ADV filings. ELLENBECKER INVESTMENT GROUP, INC. (CRD# 173851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.