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Isaac James Schroeder

Ellenbecker Investment Group

Waukesha, WI

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Current Employers
Ellenbecker Investment Group

N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-12-12
  • WI RA
    APPROVED
    Since 2025-12-12

Branch Locations

N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ellenbecker Investment Group. Inc. Waukesha WI 06/2025 Present
Waukesha Express Swim Team Waukesha WI 09/2022 06/2025
Merrill Hills Country Club Waukesha WI 05/2017 08/2024
Beyond The Books Home Schooling Waukesha WI 09/2008 06/2021
  • 06/2025 → Present
    Ellenbecker Investment Group. Inc.
    Waukesha, WI
  • 09/2022 → 06/2025
    Waukesha Express Swim Team
    Waukesha, WI
  • 05/2017 → 08/2024
    Merrill Hills Country Club
    Waukesha, WI
  • 09/2008 → 06/2021
    Beyond The Books Home Schooling
    Waukesha, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-12
  • S65 Uniform Investment Adviser Law Examination
    2025-12-12

View on SEC IAPD

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NOAMAN A.Q. SHARIEF
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MATTHEW ROBERT SLOWINSKI
DANIEL GLENN SIEVERS

Other Offices

DANA INVESTMENT ADVISORS INC · WAUKESHA, WI
DANA INVESTMENT ADVISORS INC · Waukesha, WI
RAYMOND JAMES & ASSOCIATES, INC. · Waukesha, WI
WELLS FARGO CLEARING SERVICES, LLC · WAUKESHA, WI
WORLD INVESTMENT ADVISORS, LLC · Waukesha, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WAUKESHA , WI
OSAIC WEALTH, INC. · WAUKESHA, WI
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Waukesha, WI

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