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RIA / WealthAdvisorCertified Financial Planner16 years in industry

AMY JEAN BREMMER

Advisor at ELLENBECKER INVESTMENT GROUP

WAUKESHA, WI

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Search this name across graphsid dfx:ria:c4ca733b-0e4f-eb05-b799-2a0bcc10251c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 17, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: ELLENBECKER INVESTMENT GROUP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 14, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 14, 2009
First registration: Dec 17, 2009
Dual registered: no
Other names: AMY JEAN BUELOW
IAPD individual key: 5710340

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ELLENBECKER INVESTMENT GROUP	Independent wealth	Sep 21, 2025	n/a	yes	WAUKESHA, WI	Current employment
ANNEX WEALTH MANAGEMENT, LLC	Independent wealth	Jun 30, 2016	Sep 26, 2025	no	BROOKFIELD, WI\|Delafield, WI	Previous registration
GLOBAL VIEW CAPITAL MANAGEMENT LLC	Independent wealth	Jan 2, 2014	May 15, 2015	no	WAUKESHA, WI	Previous registration
THE STRATEGIC FINANCIAL ALLIANCE	Bd affiliated wealth	Aug 20, 2012	Dec 31, 2013	no	WAUKESHA, WI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 7, 2010	May 15, 2012	no	Milwaukee, WI\|Chicago, IL	Previous registration
THRIVENT INVESTMENT MANAGEMENT INC.	Bd affiliated wealth	Dec 17, 2009	Apr 22, 2010	no	WAUKESHA, WI\|MILWAUKEE, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ANNEX WEALTH MANAGEMENT, LLC	ELLENBECKER INVESTMENT GROUP	Sep 26, 2025	Sep 21, 2025	-5	Firm change	RIA to RIA
GLOBAL VIEW CAPITAL MANAGEMENT LLC	ANNEX WEALTH MANAGEMENT, LLC	May 15, 2015	Jun 30, 2016	412	Firm change after gap	Other
THE STRATEGIC FINANCIAL ALLIANCE	GLOBAL VIEW CAPITAL MANAGEMENT LLC	Dec 31, 2013	Jan 2, 2014	2	Bulk transfer	Other
J.P. MORGAN SECURITIES LLC	THE STRATEGIC FINANCIAL ALLIANCE	May 15, 2012	Aug 20, 2012	97	Firm change	Other
THRIVENT INVESTMENT MANAGEMENT INC.	J.P. MORGAN SECURITIES LLC	Apr 22, 2010	May 7, 2010	15	Firm change	Other

Relationships

Registered with (6)

→ ELLENBECKER INVESTMENT GROUPRegistered adviserregistration: current employment
Sep 21, 2025 to presentfactForm ADV
→ ANNEX WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 30, 2016 to Sep 26, 2025factForm ADV
→ GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviserregistration: previous registration
Jan 2, 2014 to May 15, 2015factForm ADV
→ THE STRATEGIC FINANCIAL ALLIANCERegistered adviserregistration: previous registration
Aug 20, 2012 to Dec 31, 2013factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 7, 2010 to May 15, 2012factForm ADV
→ THRIVENT INVESTMENT MANAGEMENT INC.Registered adviserregistration: previous registration
Dec 17, 2009 to Apr 22, 2010factForm ADV

Dated events

Occurred
Sep 26, 2025
Advisor changed firm
Amy Jean Bremmer left Annex Wealth Management, Llc for Ellenbecker Investment Group (registered 2025-09-21)
Form ADVobserved 4 days ago