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ELLENBECKER INVESTMENT GROUP

WAUKESHA, WI · CRD 173851 · IAPD ↗ · ellenbecker.com · 262-691-3200

$2.06BRegulatory AUM
13Advisory reps
51Employees
33Clients
101-250Planning clients
0Private funds
23States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
February 2026 — ELLENBECKER INVESTMENT GROUP notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — ELLENBECKER INVESTMENT GROUP notice-filed in KY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.