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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karen? Claim Your ProfileKaren Ellenbecker is a wealth advisor with Ellenbecker Investment Group. Karen has been in the financial industry for over 30 years and has extensive experience in providing financial planning and wealth management services to a diverse clientele, including high-net-worth individuals, families, and charitable organizations. Karen is passionate about helping clients achieve their financial goals and has a strong commitment to building long-term relationships. Karen holds a Series 7, Series 24, Series 51, and Series 65 licenses and is registered as an Investment Advisor Representative in the state of Wisconsin.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Corporate education and speaking engagements
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2
WI
12/02/2014 - Present
Ellenbecker Investment Group (WAUKESHA WI)
WI
01/09/1997 - 04/01/2015
SII INVESTMENTS, INC. (PEWAUKEE WI)
NA
03/12/1990 - 01/02/1997
DAIN BOSWORTH INCORPORATED
NA
12/23/1985 - 07/23/1988
ROBERT W. BAIRD & CO. INCORPORATED
IA
Issued 03/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/10/2004
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/29/1998
Series 24 - General Securities Principal Examination
BC
Issued 04/01/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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