Ellenbecker Investment Group

Overview

Ellenbecker Investment Group is an SEC registered investment adviser based in Waukesha, WI, registered since 2014. It reports $2.1B in assets under management across 2,287 accounts, with 51 employees. It has 20 investment adviser representatives.

Reported AUM

$2.1B

Discretionary

100%

Accounts

2,287

Average account

$902K

Employees

51

Advisory reps

20

Registered since

2014

Jurisdictions

23

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Julie Ann Ellenbecker-Lipsky President, Chief Executive Officer and Chief Compliance Officer CRD 3044053
• Karen Jean Ellenbecker Founder, Secretary, Treasurer CRD 1412296
• Michele Lee Pawlak Chief Compliance Officer & Director of Business Services CRD 2386486

Advisory reps 3 of 20

• Justin Bertzyk Investment Adviser Rep CRD 7800417
• Michele Francis Brehm Insurance Agent · Investment Adviser Rep CRD 1685465
• Amy Jean Bremmer Investment Adviser Rep CRD 5710340

17 more advisory reps, with emails, phones and branch locations

Location

Headquarters

N21W23350 Ridgeview Pkwy W
Waukesha, WI 53188

County

Waukesha

Metro area

Milwaukee-Waukesha, WI

Region

Midwest

Registrations

• SEC registered
• Registered in 23 jurisdictions
• Website: ellenbecker.com

Every state, with registration dates

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