Jean Range is a CFP-designated registered investment advisor at Ellenbecker Investment Group, based in Waukesha, WI, with 24 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 2,283 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are fully negotiable and determined on a client-by-client basis. Subject to a $2,400 minimum annual fee.
Fee Estimator
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jean is a religious education teacher at St. Leonard Catholic Church and a raffle committee volunteer for the Women and Girls Fund of Waukesha County. These activities are not investment-related.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Sii Investments, INC.
Ernst & Young Investment Advisers LLP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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