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).

By the Numbers
  • Total Assets Under Management
    1,491
    MILLION
  • Total Number of Accounts
    2,060
    ACCOUNTS
  • Average Account Value
    $723,950
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, FL, GA, IL, IN, LA, MI, MN, NC, NE, NY, OH, SC, TN, TX, VA, WA, WI

Financial Advisors at Ellenbecker Investment Group
Showing 1 - 10 of 13 top financial advisors.
1
Alexis L. Brown
CRD#: 5283696
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

2
Heather K. Deaton
CRD#: 5543239
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

3
Karen J. Ellenbecker
CRD#: 1412296
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

4
Julie A. Ellenbecker-Lipsky
CRD#: 3044053
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

5
Courtney J. Hull
CRD#: 6792326
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

6
Sandra L. Miller
CRD#: 2111505
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

7
Katie A. Murphy
CRD#: 5396090
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

8
Jean E. Range
CRD#: 1595367
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

9
Kristina E. Schnuckel
CRD#: 5579667
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

10
Jamie C. Williams
CRD#: 5860908
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

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.

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