Michele Brehm
Ellenbecker Investment Group · Waukesha, Wisconsin
Michele Brehm 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 1685465 |
| Exams passed | Series 63 (2015) · Series 65 (2016) |
| Firm size | 51 employees |
| Disclosures | None reported |
| Website | www.ellenbecker.com |
How Michele'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 Michele
Is Michele Brehm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michele 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 Michele charge for financial advice?
Michele's firm, Ellenbecker Investment Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Michele Brehm based?
Michele Brehm is based in Waukesha, Wisconsin.
Is Michele Brehm registered with the SEC?
Yes. Michele Brehm is registered as an investment adviser representative in WI (CRD 1685465), 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 Michele Brehm?
Through Michele'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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