Isaac Schroeder
Ellenbecker Investment Group · Waukesha, Wisconsin
Isaac Schroeder 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.
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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 8188977 |
| Exams passed | Series 65 (2025) |
| Firm size | 51 employees |
| Disclosures | None reported |
| Website | www.ellenbecker.com |
How Isaac's firm compares
- Ellenbecker Investment Group's average account is about $902,000, from its Form ADV (assets managed divided by 2,287 accounts).
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Questions about Isaac
Is Isaac Schroeder a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Isaac 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 Isaac charge for financial advice?
Isaac's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Isaac Schroeder based?
Isaac Schroeder is based in Waukesha, Wisconsin.
Is Isaac Schroeder registered with the SEC?
Yes. Isaac Schroeder is registered as an investment adviser representative in WI (CRD 8188977), 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 Isaac Schroeder?
Through Isaac'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.
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