Ellenbecker Investment Group

CRD 173851 · Waukesha, WI · $2.1B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 173851
SEC number: 801-80600
Firm type: RIA
Assets under management: $2.1B as of Mar 27, 2026
Website: www.ellenbecker.com ↗
Phone: 262-691-3200
Address: N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188

Advisors at this firm

20 in our index · page 1 of 1

Amy Jean BremmerCRD 5710340 · Waukesha, WI

IA RegisteredRegistration inactive
Alexis Lin BrownCRD 5283696 · Waukesha, WI

IA RegisteredRegistration inactive
Justin BertzykCRD 7800417 · Waukesha, WI

IA Registered
Michele BrehmCRD 1685465 · Waukesha, WI

IA RegisteredRegistration inactive
Heather Kay DeatonCRD 5543239 · Waukesha, WI

IA Registered
Karen Jean EllenbeckerCRD 1412296 · Waukesha, WI

IA Registered

Disclosure event(s) on record
Julie Ann Ellenbecker-LipskyCRD 3044053 · Waukesha, WI

IA Registered
Ryan Jeffrey FritzCRD 7493998 · Waukesha, WI

IA Registered
Haley FuhrmannCRD 7574273 · Waukesha, WI

IA RegisteredRegistration inactive
Nikita A. KibardinCRD 5515981 · Waukesha, WI

IA RegisteredRegistration inactive
Sandra Lynn MillerCRD 2111505 · Waukesha, WI

IA Registered
Katie Ann MurphyCRD 5396090 · Waukesha, WI

IA Registered
Tammy Lyn NiemannCRD 7684403 · Waukesha, WI

IA Registered
Colin E OquistCRD 8262234 · Waukesha, WI

IA Registered
Jean Ellen RangeCRD 1595367 · Waukesha, WI

IA Registered
Kristina Elizabeth SchnuckelCRD 5579667 · Waukesha, WI

IA Registered
Isaac James SchroederCRD 8188977 · Waukesha, WI

IA Registered
Jamie C WilliamsCRD 5860908 · Waukesha, WI

IA RegisteredRegistration inactive
Catherine Louise WatsonCRD 7264026 · Waukesha, WI

IA Registered
Courtney Jo WitthuhnCRD 6792326 · Waukesha, WI

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 173851 ↗ FINRA BrokerCheck record for firm CRD 173851 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.