Ellenbecker Investment Group

Ellenbecker Investment Group (CRD# 173851) is a financial advisory firm headquartered in Pewaukee, WI. They manage $441,077,808 in 2,842 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    441
    MILLION
  • Total Number of Accounts
    2,842
    ACCOUNTS
  • Average Account Value
    $155,200
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, LA, MN, NE, TN, TX, VA, WI

Financial Advisors at Ellenbecker Investment Group
Showing 1 - 7 of 7 top financial advisors.
1
Diane D. Byrne
CRD#: 1857537
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
96
Wealthminder
score

Diane Byrne (CRD# 1857537) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 13 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.

2
Julie A. Ellenbecker-Lipsky
CRD#: 3044053
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
96
Wealthminder
score

Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 19 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.

3
Jean E. Range
CRD#: 1595367
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
96
Wealthminder
score

Jean Range (CRD# 1595367) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 18 years of experience in the finance industry. Jean Range 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.

4
Kristina E. Schnuckel
CRD#: 5579667
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
96
Wealthminder
score

Kristina Schnuckel (CRD# 5579667) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 9 years of experience in the finance industry. Kristina Schnuckel 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.

5
Wendy S. Peperkorn
CRD#: 2512450
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
90
Wealthminder
score

Wendy Peperkorn (CRD# 2512450) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 6 years of experience in the finance industry.

6
Sandra L. Miller
CRD#: 2111505
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
87
Wealthminder
score

Sandra Miller (CRD# 2111505) is an Investment Advisor Representative working at Ellenbecker Investment Group in Pewaukee, WI and has over 2 years of experience in the finance industry.

7
Karen J. Ellenbecker
CRD#: 1412296
N35 W23877 Highfield Court, Suite 200, Pewaukee, WI 53072
83
Wealthminder
score

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.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.