Julie Ellenbecker-Lipsky
Julie Ellenbecker-Lipsky is a CFP-designated registered investment advisor at Ellenbecker Investment Group, based in Waukesha, WI, with 27 years of industry experience. Julie 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
Julie is the Vice President of Ellenbecker Investment Group Charitable Foundation, which provides supplies to underprivileged children. She is also a Director/Board Member of Rogers Memorial Hospital Foundation Board.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Sii Investments, INC.
State Registrations2 states
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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