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Julie Ann Ellenbecker-lipsky

Ellenbecker Investment Group

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About Julie Ann Ellenbecker-lipsky

Julie Ellenbecker-lipsky is a financial advisor with over 20 years of experience. Julie has her Series 6, 7, 63 and 65 securities licenses and has earned the CFP designation. Julie is currently registered with the state of Wisconsin and Texas and is an active Investment Advisor Representative with Ellenbecker Investment Group. Julie has prior experience with SII Investments, Inc. Julie is a strong proponent of financial literacy and has served as a Director on the Board of the Rogers Memorial Hospital Foundation.

Firm Information

Julie Ellenbecker-lipsky 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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Julie Ellenbecker-lipsky’s Registration & Firm History

WI

12/02/2014 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

12/16/1998 - 04/15/2015

SII INVESTMENTS, INC. (PEWAUKEE WI)

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Licenses & Designations

IA

Issued 12/07/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/15/2015

SIE - Securities Industry Essentials Examination

BC

Issued 10/05/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/08/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie Ann Ellenbecker-lipsky.
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