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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalHarbor +more
- Established Date
- 12-02-2014
- Office Locations
- 1
Office Locations
About Ellenbecker Investment Group
Ellenbecker Investment Group (EIG) is a family-owned RIA in Waukesha, WI providing holistic financial planning and wealth management across life stages, including tax planning support. The team uses a listen-first, collaborative process and builds diversified portfolios using public funds/ETFs and fixed income. Client experience is supported by a Black Diamond-powered portal and ongoing education via EIG-hosted podcasts.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KAREN JEAN ELLENBECKER
FOUNDER, Secretary, TREASURER
- CRD
- #1412296
- Ownership
- 75% or more
JULIE ANN ELLENBECKER-LIPSKY
Chief Executive Officer, President, Wealth Advisor
- CRD
- #3044053
- Ownership
- 25% but less than 50%
Peak prime
Unison value element
- CRD
- #25367
- Ownership
- 21.7%
Showing 2 of 3 owners & executives
Unlock allContacts
Justin Bertzyk
Wealth Advisor Associate
- CRD
- #7800417
Michele Brehm
Associate Wealth Advisor
- CRD
- #1685465
Vector value
Ridge insight harbor
- CRD
- #97849
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,060,724,084 | $903,034 |
| Non-Discretionary | $1,964,471 | $392,894 |
| Total | $2,062,688,555 | $901,919 |
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Separately Managed Accounts
Total SMA Asset: $2,062,688,555
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $273,343,098 | 30.7% |
| Equity - Exchange | $183,415,890 | 20.6% |
| Corporate - Investment Grade | $304,505,991 | 34.2% |
| Cash | $129,103,417 | 14.5% |
| Total | $890,368,396 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE PATHWAY | NORTH ZENITH | PX5MOXLW8 | SXJ | 5.20% | $7,620,242 |
| INSIGHT FRONTIER VALUE | CREST BRIDGE | JF0EACUSR | PUYCG | 2.16% | $67,094,910 |
| HORIZON MOMENTUM | HORIZON NORTH | O2QN6UBIM | EGKOV | 0.69% | $70,115,857 |
| HORIZON DELTA NORTH | ATLAS CATALYST | SP1NWDWH6 | TUZJ | 4.72% | $20,005,346 |
| FUSION RIDGE MOMENTUM | PATHWAY FUSION | PKHREQO8F | CFPV | 2.02% | $63,587,572 |
| WAVE ATLAS | OAK QUANTUM | R8KNPDTD9 | JSIET | 1.55% | $86,635,843 |
| LEGACY LEGACY PATHWAY | FRONTIER OPTIMA | JRNVCS5MD | RBFC | 4.86% | $34,971,815 |
| FUSION LEGACY VERTEX | MOMENTUM FRONTIER | PHUS91S3C | PHQ | 7.50% | $63,779,954 |