Ellenbecker Investment Group
Waukesha, WI·SEC-registered · CRD #173851
Ellenbecker Investment Group is an SEC-registered investment advisory firm in Waukesha, WI managing $2.1B across 2.3k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.1B
Client accounts
2.3k
Advisory staff
13
Fee model
Fee-based
How Ellenbecker Investment Group is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Ellenbecker Investment Group
How much does Ellenbecker Investment Group manage?
Per its most recent SEC Form ADV filing (03/27/2026), Ellenbecker Investment Group reports $2.1B in regulatory assets under management across roughly 2.3k client accounts.
How does Ellenbecker Investment Group charge?
Ellenbecker Investment Group is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Ellenbecker Investment Group a fiduciary?
Yes. Ellenbecker Investment Group is registered with the U.S. Securities and Exchange Commission (CRD #173851), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Ellenbecker Investment Group taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Ellenbecker Investment Group and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Ellenbecker Investment Group's public SEC Form ADV filing (CRD #173851, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Ellenbecker Investment Group. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Ellenbecker Investment Group? Claim this profile.