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Sandra Lynn Miller

Ellenbecker Investment Group

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About Sandra Lynn Miller

Sandra Lynn Miller is a registered Investment Advisor Representative with Ellenbecker Investment Group. Sandra is also registered with the state of Wisconsin as an Investment Advisor Representative. Sandra has been in the industry since 2013. Sandra is also on the fundraising committee for Calvary Baptist School. Sandra is licensed to provide investment advice to individuals, charitable organizations, and high net worth individuals. Ellenbecker Investment Group is based in Waukesha, WI. The firm provides financial planning, educational seminars, and portfolio management services. They primarily serve individuals, charitable organizations, and high net worth individuals. The firm has approximately 35 clients and manages over $1.4 billion in assets.

Firm Information

Sandra Miller 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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Sandra Miller’s Registration & Firm History

WI

07/14/2015 - Present

Ellenbecker Investment Group (WAUKESHA WI)

WI

06/09/2014 - 12/31/2014

SII INVESTMENTS, INC. (PEWAUKEE WI)

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Licenses & Designations

IA

Issued 07/13/2015

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/31/2014

SIE - Securities Industry Essentials Examination

BC

Issued 06/09/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sandra Lynn Miller.
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