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Advisor at ELLENBECKER INVESTMENT GROUP
WAUKESHA, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ELLENBECKER INVESTMENT GROUP | Independent wealth | Jul 29, 2026 | n/a | yes | WAUKESHA, WI | Current employment |
| MADISON PARTNERS | Independent wealth | Nov 20, 2025 | Jul 23, 2026 | no | Pewaukee, WI|MADISON, WI | Previous registration |
| RUSSELL INVESTMENTS | Asset manager | Nov 3, 2023 | Nov 13, 2025 | no | Milwaukee, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MADISON PARTNERS | ELLENBECKER INVESTMENT GROUP | Jul 23, 2026 | Jul 29, 2026 | 6 | Firm change | RIA to RIA |
| RUSSELL INVESTMENTS | MADISON PARTNERS | Nov 13, 2025 | Nov 20, 2025 | 7 | Firm change | Other |