Amy Jean Bremmer
Investment adviser representative at Ellenbecker Investment Group
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Ellenbecker Investment GroupSep 2025 to now
- H. Beck, Inc.Sep 2015 to Dec 2018
- Annex Wealth Management, LLCMay 2015 to Sep 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
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
- 5710340
- Firm CRD
- 173851