Julie Ellenbecker-LipskyCRD Number: 3044053
Current Firm: Ellenbecker Investment Group
Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 18 years of experience in the finance industry. Julie Ellenbecker-Lipsky 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.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Sii Investments, Inc.||Elm Grove, WI||Aug 1998 - Current||18|
|Ellenbecker Investment Group||Elm Grove, WI||Dec 1996 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
Total Assets Under Management441MILLIONS
Total Number of Accounts2,842ACCOUNTS
Average Account Value$155,200
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AZ, FL, IL, LA, MN, NE, TN, TX, VA, WI