Ellenbecker Investment Group

Financial planning in Waukesha, WI

SEC registeredNo commissions reported

Call (262) 691-3200 Send a message Map ↗

Public-record details

Address: N21 W23350 Ridgeview Parkway, Waukesha, WI 53188
Phone: (262) 691-3200
Listed under: Financial planning, Flat / fixed fees, % of assets managed
Legal name: Ellenbecker Investment Group, INC.
CRD number: 173851
Registration: SEC registered since 2014-12-02
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees; Other (Corporate Education and Speaking Engagements)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $2.1 billion
Accounts managed: 2,287
Clients reported (Form ADV 5.D): 2,283
Individual / high-net-worth clients: 1,593 / 684
Employees: 51
Other business activities (Form ADV 6.A): Also active as: accountant or accounting firm
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-27

SEC registered investment adviser, CRD 173851, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 173851 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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