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).

Current Firm Details
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188
https://www.facebook.com/ellenbeckerinvestmentgroup/
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 11 - 13 of 13 top financial advisors.
11
Brent Adams, financial advisor Waukesha WI
Brent L. Adams
CRD#: 5877401
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

Brent Adams (CRD# 5877401) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 2 years of experience in the finance industry.

12
Ryan Fritz, financial advisor Waukesha WI
Ryan J. Fritz
CRD#: 7493998
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

Ryan Fritz (CRD# 7493998) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 2 years of experience in the finance industry.

13
Tammy Niemann, financial advisor Waukesha WI
Tammy L. Niemann
CRD#: 7684403
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

Tammy Niemann (CRD# 7684403) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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