Justin Bertzyk
Investment adviser representative at Ellenbecker Investment Group
13 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
13 years in the industry.
- Ellenbecker Investment Group, IncAug 2025 to now
- Wisconsin Firearms Training CenterJul 2024 to Aug 2025
- Johnson Wealth IncAug 2023 to Aug 2025
- Johnson BankMay 2021 to Aug 2025
- Waupaca FoundryMay 2018 to May 2021
- University of Wisconsin-la CrosseSep 2017 to May 2021
- Shopko HometownJun 2016 to May 2018
- Waupaca HighschoolSep 2013 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7800417
- Firm CRD
- 173851