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Justin Bertzyk

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 2025-08-14
  • WI RA
    APPROVED
    Since 2025-08-14

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
Johnson Bank Milwaukee WI 05/2021 01/2023
Waupaca Foundry Waupaca WI 05/2018 05/2021
Shopko Hometown Waupaca WI 06/2016 05/2018
University Of Wisconsin-La Crosse La Crosse WI 09/2017 05/2021
Waupaca Highschool Waupaca WI 09/2013 05/2017
Johnson Wealth Inc Milwaukee WI 08/2023 08/2025
Johnson Bank Milwaukee WI 01/2023 08/2025
Ellenbecker Investment Group, Inc Waukesha WI 08/2025 Present
Wisconsin Firearms Training Center Brookfield WI 07/2024 08/2025
  • 05/2021 → 01/2023
    Johnson Bank
    Milwaukee, WI
  • 05/2018 → 05/2021
    Waupaca Foundry
    Waupaca, WI
  • 06/2016 → 05/2018
    Shopko Hometown
    Waupaca, WI
  • 09/2017 → 05/2021
    University Of Wisconsin-La Crosse
    La Crosse, WI
  • 09/2013 → 05/2017
    Waupaca Highschool
    Waupaca, WI
  • 08/2023 → 08/2025
    Johnson Wealth Inc
    Milwaukee, WI
  • 01/2023 → 08/2025
    Johnson Bank
    Milwaukee, WI
  • 08/2025 → Present
    Ellenbecker Investment Group, Inc
    Waukesha, WI
  • 07/2024 → 08/2025
    Wisconsin Firearms Training Center
    Brookfield, WI
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-10
  • S65 Uniform Investment Adviser Law Examination
    2023-06-10

View on SEC IAPD

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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

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