Colin Oquist
Ellenbecker Investment Group · Waukesha, Wisconsin
Colin Oquist is a fee-only financial advisor at Ellenbecker Investment Group in Waukesha, Wisconsin. Ellenbecker Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Colin →
Facts
| Firm | Ellenbecker Investment Group |
|---|---|
| Based in | Waukesha, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 2,287 accounts |
| SEC registration | Investment adviser representative in WI · CRD 8262234 |
| Exams passed | Series 65 (2026) |
| Firm size | 51 employees |
| Disclosures | None reported |
| Website | www.ellenbecker.com |
How Colin's firm compares
- Ellenbecker Investment Group's average account is about $902,000, from its Form ADV (assets managed divided by 2,287 accounts).
Request an introduction to Colin
Tell Colin a little about what you're looking for. Colin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Colin
Is Colin Oquist a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Colin holds no broker registration, and Ellenbecker Investment Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Colin charge for financial advice?
Colin's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Colin Oquist based?
Colin Oquist is based in Waukesha, Wisconsin.
Is Colin Oquist registered with the SEC?
Yes. Colin Oquist is registered as an investment adviser representative in WI (CRD 8262234), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ellenbecker Investment Group manage?
Ellenbecker Investment Group reports $2.06B across 2,287 accounts in assets under management.
How do I contact Colin Oquist?
Through Colin's website, www.ellenbecker.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.