Diane Byrne, financial advisor Pewaukee WI
96 score

Diane Byrne

CRD Number: 1857537
Current Firm: Ellenbecker Investment Group

Diane Byrne (CRD# 1857537) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 12 years of experience in the finance industry. Diane Byrne has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Sii Investments Elm Grove, WI Apr 2004 - Current 12
Ellenbecker Investment Group Inc. Elm Grove, WI Apr 2004 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2004
Contact Info for Diane D. Byrne
Phone Number: 262-691-3200
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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