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Katie Ann Murphy

Ellenbecker Investment Group

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About Katie Ann Murphy

Katie Ann Murphy is a registered investment advisor representative with Ellenbecker Investment Group. Katie Ann Murphy is licensed in Wisconsin and has been in the industry since 2007. Katie Ann Murphy specializes in providing financial planning, portfolio management, and educational seminars to individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Katie Murphy 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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Katie Murphy’s Registration & Firm History

WI

02/22/2019 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

11/05/2010 - 10/03/2013

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)

WI

09/06/2007 - 06/23/2009

RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (MILWAUKEE WI)

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Licenses & Designations

IA

Issued 02/22/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/21/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/05/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Katie Ann Murphy.
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