Julie Ellenbecker-Lipsky
Ellenbecker Investment Group · Waukesha, Wisconsin
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.
Request an introduction to Julie →
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WI · CRD 3044053 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 51 employees |
| Disclosures | None reported |
| Website | www.ellenbecker.com |
How Julie'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 Julie
Tell Julie a little about what you're looking for. Julie 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 Julie
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.
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.