# Julie Ellenbecker-Lipsky

> Julie Ellenbecker-Lipsky is a fee-only financial advisor at Ellenbecker Investment Group in Waukesha, Wisconsin, who holds the CFP credential. Ellenbecker Investment Group reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/julie-ellenbecker-lipsky/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Ellenbecker Investment Group
- **Based in:** Waukesha, Wisconsin
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $2.06B across 2,287 accounts
- **Credentials:** CFP
- **CRD:** 3044053 (https://adviserinfo.sec.gov/individual/summary/3044053)
- **SEC registration:** Investment adviser representative in TX, WI
- **Exams passed:** Series 63 (1998), Series 65 (1999)
- **Firm size:** 51 employees
- **Disclosures:** None reported
- **Website:** https://www.ellenbecker.com

## Frequently asked questions

### Is Julie Ellenbecker-Lipsky a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Julie 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 Julie charge for financial advice?

Julie's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Julie Ellenbecker-Lipsky based?

Julie Ellenbecker-Lipsky is based in Waukesha, Wisconsin.

### What credentials does Julie Ellenbecker-Lipsky hold?

Julie Ellenbecker-Lipsky holds the CFP credential.

### Is Julie Ellenbecker-Lipsky registered with the SEC?

Yes. Julie Ellenbecker-Lipsky is registered as an investment adviser representative in TX and WI (CRD 3044053), 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 Julie Ellenbecker-Lipsky?

Through Julie's website, www.ellenbecker.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3044053): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.