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Michele Brehm

Ellenbecker Investment Group

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About Michele Brehm

Michele Brehm is an investment advisor representative at Ellenbecker Investment Group. Michele has been in the industry since 2015, and has experience working with clients at various firms including Northwestern Mutual Investment Services, LLC and U.S. Bancorp Investments, Inc.. Michele is licensed to provide investment advice in Wisconsin and has earned the Series 6, 7, 63 and 65 securities licenses.

Firm Information

Michele Brehm 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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Michele Brehm’s Registration & Firm History

WI

06/06/2024 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

11/14/2022 - 04/24/2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Franklin WI)

WI

07/13/2015 - 10/06/2022

U.S. BANCORP INVESTMENTS, INC. (ELKHORN WI)

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Licenses & Designations

IA

Issued 04/22/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/10/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/27/2018

Series 7 - General Securities Representative Examination

BC

Issued 07/13/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michele Brehm.
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