ELLENBECKER INVESTMENT GROUP, INC.
Legal name: ELLENBECKER INVESTMENT GROUP
CRD #173851 SEC #801-80600 WAUKESHA, WI 262-691-3200
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
42
Clients
251
Accounts
2,152
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| ENGELKING, BRETT, WILLIAM | I | DIRECTOR OF BUSINESS OPERATIONS AND CCO | NA | Control |
| HIPKE, HEATHER, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HIPKE, HEATHER, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| HIPKE, HEATHER, LYNN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| PAWLAK, MICHELE, LEE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | NA | Control |
| PAWLAK, MICHELE, LEE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | NA | Control |
| PAWLAK, MICHELE, LEE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | NA | Control |
| PAWLAK, MICHELE, LEE | I | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | NA | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER, KAREN, JEAN | I | FOUNDER, SECRETARY AND TREASURER | E | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, CEO AND CCO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, CEO AND CCO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, CEO AND CCO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, CEO AND CCO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, CEO AND CCO | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT AND CHIEF EXECUTIVE OFFICER | C | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
| ELLENBECKER-LIPSKY, JULIE, ANN | I | PRESIDENT, VICE PRESIDENT AND CEO | B | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (22)
AR AZ CA CO FL GA IL IN KY LA MI MN NC NE NY OH SC TN TX VA WA WI
Address
N21 W23350 RIDGEVIEW PARKWAYWAUKESHA, WI 53188
United States
Phone: 262-691-3200