Heather Deaton
Ellenbecker Investment Group · Waukesha, Wisconsin
Heather Deaton 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 Heather →
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 5543239 |
| Exams passed | Series 65 (2017) |
| Firm size | 51 employees |
| Disclosures | None reported |
| Website | www.ellenbecker.com |
How Heather'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 Heather
Tell Heather a little about what you're looking for. Heather 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 Heather
Is Heather Deaton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Heather 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 Heather charge for financial advice?
Heather's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Heather Deaton based?
Heather Deaton is based in Waukesha, Wisconsin.
Is Heather Deaton registered with the SEC?
Yes. Heather Deaton is registered as an investment adviser representative in WI (CRD 5543239), 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 Heather Deaton?
Through Heather'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.