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Financial ADVSR advisor directory · SEC adviser records

Ellenbecker Investment Group financial advisors in Wisconsin

Every SEC-registered investment adviser representative at a Ellenbecker Investment Group office in Wisconsin, by city and A to Z.

The short answer

20 registered advisors work at Ellenbecker Investment Group in Wisconsin, out of 20 nationwide; it's the firm's number 1 state by advisors, and the most are in Waukesha (20). 6 list the CFP designation and 0 are also registered broker representatives.

Ellenbecker Investment Group advisors by city in Wisconsin

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Waukesha 20

Ellenbecker Investment Group advisors in Wisconsin, A to Z

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Questions

How many Ellenbecker Investment Group financial advisors are in Wisconsin?

20 investment adviser representatives are registered at Ellenbecker Investment Group offices in Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 20 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.

Where in Wisconsin does Ellenbecker Investment Group have the most advisors?

Waukesha, with 20. Ellenbecker Investment Group has advisors in 1 city in Wisconsin.

How do I check a Ellenbecker Investment Group advisor in Wisconsin?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Ellenbecker Investment Group office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.