Best Investors Account Sign in
Inactive

Haley Fuhrmann

Ellenbecker Investment Group

Waukesha, WI

Claim This Profile
Current Employers
Ellenbecker Investment Group

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-10-24
  • WI RA
    APPROVED
    Since 2025-10-24

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
Unemployed/ Full Time Student St. Paul MN 09/2015 05/2017
University Of St. Thomas Business Office St. Paul MN 05/2017 05/2019
Edina Country Club Edina MN 09/2018 09/2019
Rsm Us Llp Minneapolis MN 06/2018 08/2018
Rsm Us Llp Minneapolis MN 10/2019 10/2022
Thrivent Investment Management Inc Germantown WI 09/2022 10/2025
Thrivent Financial Appleton WI 03/2023 10/2025
Ellenbecker Investment Group, Inc. Waukesha WI 10/2025 Present
  • 09/2015 → 05/2017
    Unemployed/ Full Time Student
    St. Paul, MN
  • 05/2017 → 05/2019
    University Of St. Thomas Business Office
    St. Paul, MN
  • 09/2018 → 09/2019
    Edina Country Club
    Edina, MN
  • 06/2018 → 08/2018
    Rsm Us Llp
    Minneapolis, MN
  • 10/2019 → 10/2022
    Rsm Us Llp
    Minneapolis, MN
  • 09/2022 → 10/2025
    Thrivent Investment Management Inc
    Germantown, WI
  • 03/2023 → 10/2025
    Thrivent Financial
    Appleton, WI
  • 10/2025 → Present
    Ellenbecker Investment Group, Inc.
    Waukesha, WI
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-20
  • S66 Uniform Combined State Law Examination
    2023-01-20

View on SEC IAPD

Other Firms

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

Other Investors

BRIAN VICTOR LEHKY
MARK RICHARD MIRSBERGER
MIKHAIL I ALKHAZOV
STEVEN ALLEN JAEGER
NOAMAN A.Q. SHARIEF
JEROME JOSEPH VERANTH
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

More in Waukesha, WI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor