Julie Ellenbecker-Lipsky is a CFP-designated registered investment advisor at Ellenbecker Investment Group, based in Waukesha, WI, with 26 years of industry experience. Julie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,152 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIG offers investment management services where they manage your portfolio. Fees are calculated as a percentage of the total value of your investments each month and are negotiable, subject to a $2,400 minimum annual fee. EIG may combine related accounts for fee calculation purposes. Clients can exclude certain assets from the calculation. Fees are automatically deducted from your account with your permission.
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Julie is the Vice President of Ellenbecker Investment Group Charitable Foundation, which provides supplies to underprivileged children. She is also a Director/Board Member of Rogers Memorial Hospital Foundation Board.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Sii Investments, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.