Isaac James Schroeder
Investment adviser representative at Ellenbecker Investment Group
18 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
18 years in the industry.
- Ellenbecker Investment Group. Inc.Jun 2025 to now
- Waukesha Express Swim TeamSep 2022 to Jun 2025
- Merrill Hills Country ClubMay 2017 to Aug 2024
- Beyond the Books Home SchoolingSep 2008 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8188977
- Firm CRD
- 173851