Julie Ann Ellenbecker-lipsky
Investment adviser representative at Ellenbecker Investment Group
30 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2.1BFirm assets
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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
30 years in the industry.
- Sii Investments, Inc.Aug 1998 to now
- Ellenbecker Investment GroupDec 1996 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 3044053
- Firm CRD
- 173851