Karen Ellenbecker
Ellenbecker Investment Group · Waukesha, Wisconsin
Karen Ellenbecker 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 1412296 |
| Exams passed | Series 63 (1986) · Series 65 (1996) |
| Firm size | 51 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.ellenbecker.com |
| Profile |
How Karen'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 Karen
Is Karen Ellenbecker a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen 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 Karen charge for financial advice?
Karen's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Karen Ellenbecker based?
Karen Ellenbecker is based in Waukesha, Wisconsin.
Is Karen Ellenbecker registered with the SEC?
Yes. Karen Ellenbecker is registered as an investment adviser representative in WI (CRD 1412296), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Karen Ellenbecker?
Through Karen'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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