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Kristina Elizabeth Schnuckel

Ellenbecker Investment Group

Waukesha, WI

CRD 5579667

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Employer firm

Ellenbecker Investment Group CRD 173851

$2.06B regulatory AUM 33 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Ellenbecker Investment Group

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2015-02-13
  • WI RA
    APPROVED
    Since 2015-02-13

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
Sii Investments Inc Pewaukee WI 07/2013 Present
Ellenbecker Investment Group Pewaukee WI 12/2014 Present
Previous Registrations
  • 2013-07-08 → 2015-04-01
    Sii Investments, Inc.
    Whitefish Bay, WI
    Pewaukee, WI
  • 2008-09-30 → 2013-06-14
    Milwaukee, WI
Other Businesses

1) WEST AFRICAN MERCY MINISTRIES - BOARD MEMBER AND TREASURER. 2) BROOKLIFE CHURCH FINANCE COMMITTEE - COMMITTEE MEMBER.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-09-29
  • S63 Uniform Securities Agent State Law Examination
    2008-09-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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