Colin E Oquist
Investment adviser representative at Ellenbecker Investment Group
10 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
10 years in the industry.
- Ellenbecker Investment Group, LLCMay 2024 to now
- StudentJan 2024 to May 2024
- Wauwatosa School DistrictJun 2022 to Jan 2024
- Sendik's Food MarketJun 2020 to Jun 2022
- StudentMar 2020 to Jun 2020
- Pizzeria PiccolaMar 2019 to Mar 2020
- Ono Kine GrindzJul 2017 to Feb 2019
- StudentJan 2016 to Jul 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8262234
- Firm CRD
- 173851