Ellenbecker Investment Group
Ellenbecker Investment Group (CRD# 173851) is a financial advisory firm headquartered in Waukesha, WI. They manage $1,491,336,546 in 2,060 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management1,491MILLION
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Total Number of Accounts2,060ACCOUNTS
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Average Account Value$723,950
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, NC, NE, NY, OH, SC, TN, TX, VA, WA, WI
Alexis Brown (CRD# 5283696) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 16 years of experience in the finance industry.
Heather Deaton (CRD# 5543239) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 7 years of experience in the finance industry.
Karen Ellenbecker (CRD# 1412296) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 38 years of experience in the finance industry.
Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 25 years of experience in the finance industry.
Courtney Hull (CRD# 6792326) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 6 years of experience in the finance industry.
Sandra Miller (CRD# 2111505) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 8 years of experience in the finance industry.
Katie Murphy (CRD# 5396090) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 16 years of experience in the finance industry.
Jean Range (CRD# 1595367) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 24 years of experience in the finance industry.
Kristina Schnuckel (CRD# 5579667) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 15 years of experience in the finance industry.
Jamie Williams (CRD# 5860908) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 13 years of experience in the finance industry.