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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 | Apr 1, 2026 | n/a | yes | WAUKESHA, WI | Current employment |
| MADISON PARTNERS | Independent wealth | Nov 20, 2025 | Mar 20, 2026 | no | PEWAUKEE, WI|MADISON, WI | Previous registration |
| ANNEX WEALTH MANAGEMENT, LLC | Independent wealth | Mar 22, 2022 | Nov 13, 2025 | no | Delafield, WI|BROOKFIELD, WI | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jun 8, 2019 | Nov 3, 2020 | no | Mundelein, IL|Fox Lake, IL|Vernon Hills, IL|Mundelein, IL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MADISON PARTNERS | ELLENBECKER INVESTMENT GROUP | Mar 20, 2026 | Apr 1, 2026 | 12 | Firm change | RIA to RIA |
| ANNEX WEALTH MANAGEMENT, LLC | MADISON PARTNERS | Nov 13, 2025 | Nov 20, 2025 | 7 | Firm change | RIA to RIA |
| U.S. BANCORP INVESTMENTS, INC. | ANNEX WEALTH MANAGEMENT, LLC | Nov 3, 2020 | Mar 22, 2022 | 504 | Firm change after gap | Ibd to RIA |