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Alexis Lin Brown

Ellenbecker Investment Group

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About Alexis Lin Brown

Alexis Lin Brown is a financial advisor with Ellenbecker Investment Group located in Waukesha, Wisconsin. Alexis has been in the industry since 2007 and has experience in various areas of financial planning and investment. Alexis has a strong track record of working with individuals, families, and charitable organizations. Alexis is committed to providing her clients with personalized financial advice that meets their specific needs and goals.

Firm Information

Alexis Brown is currently registered with Ellenbecker Investment Group. Ellenbecker Investment Group is an investment advisor headquartered in Waukesha, WI. They provide financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, and charitable organizations. They have over $1.49 billion in regulatory assets under management.
Ellenbecker Investment Group

N21 W23350 RIDGEVIEW PARKWAY

WAUKESHA, WI 53188

$1.49B

Assets Under Management

35

Total Clients

17

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Corporate education and speaking engagements

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Alexis Brown’s Registration & Firm History

WI

01/17/2024 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

09/16/2009 - 01/23/2024

LANDAAS & COMPANY (MILWAUKEE WI)

WI

12/19/2007 - 04/16/2009

AMERIPRISE FINANCIAL SERVICES, INC. (APPLETON WI)

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Licenses & Designations

BOTH

Issued 02/07/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexis Lin Brown.
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