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Cara Louise McCarthy

Ellenbecker Investment Group

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About Cara Louise McCarthy

Cara McCarthy is a registered investment advisor representative associated with Ellenbecker Investment Group. Cara has been in the industry for several years, and holds the Series 66, Series 7 and SIE securities licenses. Cara has worked at Robert W. Baird & Co. Incorporated and currently works at Ellenbecker Investment Group, where she serves as an investment advisor representative. Cara offers financial planning, portfolio management for individuals, educational seminars and publication of periodicals.

Firm Information

Cara McCarthy 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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Cara McCarthy’s Registration & Firm History

WI

11/08/2023 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

09/02/2014 - 09/11/2023

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 04/29/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cara Louise McCarthy.
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