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Michele Brehm

Investment adviser representative at Ellenbecker Investment Group
14 yearsExperience
1 stateRegistered in
$2.1BFirm assets
11 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

14 years in the industry.

  1. Ellenbecker Investment GroupJun 2024 to now
  2. Northwestern Mutual Wealth Management CompanyJan 2023 to Jun 2024
  3. Northwestern Mutual Investment Services LLCNov 2022 to Jun 2024
  4. Melinda WilkeOct 2022 to Jun 2024
  5. US Bancorp Investments IncJul 2015 to Sep 2022
  6. US BankSep 2012 to Sep 2022

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015
  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 1 state (WI).

Ellenbecker Investment Group

Legal name: Ellenbecker Investment Group, Inc.

$2.1BAssets managed
2,283Clients
20Advisers
11 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1685465
Firm CRD
173851
Advisor's SEC record (opens in a new tab)
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