Financial ADVSR advisor directory · SEC adviser records
Ellenbecker Investment Group financial advisors in Waukesha, WI
Every SEC-registered investment adviser representative at a Ellenbecker Investment Group office in Waukesha, A to Z.
The short answer
20 registered advisors work at Ellenbecker Investment Group in Waukesha, out of 20 at the firm nationwide; it ranks number 5 in the city by advisors. 6 list the CFP designation and 0 are also registered broker representatives.
Ellenbecker Investment Group advisors in Waukesha, A to Z
Every Ellenbecker Investment Group advisor →- Justin BertzykInvestment adviser rep
- Michele BrehmInvestment adviser rep
- Amy J. BremmerCertified Financial Planner
- Alexis L. BrownInvestment adviser rep
- Heather K. DeatonInvestment adviser rep
- Karen J. EllenbeckerInvestment adviser rep
- Julie A. Ellenbecker-LipskyCertified Financial Planner
- Haley FuhrmannInvestment adviser rep
- Nikita A. KibardinCertified Financial Planner
- Benjamin L'EmpereurCertified Financial Planner
- Sandra L. MillerInvestment adviser rep
- Katie A. MurphyInvestment adviser rep
- Tammy L. NiemannInvestment adviser rep
- Colin E. OquistInvestment adviser rep
- Jean E. RangeCertified Financial Planner
- Kristina E. SchnuckelCertified Financial Planner
- Isaac J. SchroederInvestment adviser rep
- Catherine L. WatsonInvestment adviser rep
- Jamie C. WilliamsInvestment adviser rep
- Courtney J. WitthuhnInvestment adviser rep
Ellenbecker Investment Group advisors in every city and state →Ellenbecker Investment Group: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Waukesha
All Waukesha advisors →Global View Capital Management LLC 60Morgan Stanley 45Robert W. Baird & Co. Incorporated 44Wells Fargo Clearing Services, LLC 21Raymond James & Associates, Inc. 18Edward Jones 15Drake & Associates, LLC 14Iag Wealth Partners, LLC 14Merrill Lynch, Pierce, Fenner & Smith Incorporated 14Thrivent Investment Management Inc. 14Dana Investment Advisors Inc. 13Osaic Wealth, Inc. 12
Questions
How many financial advisors does Ellenbecker Investment Group have in Waukesha?
20 investment adviser representatives are registered at Ellenbecker Investment Group offices in Waukesha, Wisconsin, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Is Ellenbecker Investment Group one of the largest advisor employers in Waukesha?
Ellenbecker Investment Group ranks number 5 in Waukesha by registered advisors; Global View Capital Management LLC has the most, with 60.
How do I check a Ellenbecker Investment Group advisor in Waukesha?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.