Karen EllenbeckerCRD Number: 1412296
Current Firm: Ellenbecker Investment Group
Karen Ellenbecker (CRD# 1412296) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 31 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Sii Investments, Inc.||Elm Grove, WI||Jan 1997 - Current||20|
|Ellenbecker Investment Group||Pewaukee, WI||Jan 1997 - Current||20|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Mar 1996|
- Customer Dispute
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