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N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2014-12-02 |
Branch Locations
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sii Investments, Inc. | Elm Grove | WI | 01/1997 | Present |
| Ellenbecker Investment Group | Pewaukee | WI | 01/1997 | Present |
1) LIFETIME PLANNING INSTITUTE, INC. - PRESIDENT. 2) ELLENBECKER INVESTMENT GROUP CHARITABLE FOUNDATION - PRESIDENT INVOLVED WITH PROVIDING BASIC SUPPLIES TO UNDERPRIVILEDGED CHILDREN. 3) WISCONSIN CLUB - MEMBER OF BOARD OF DIRECTORS. 4) FOUNDATIONS BANK BOARD - MEMBER OF BOARD OF DIRECTORS. 5) MILWAUKEE FILM BOARD - BOARD MEMBER 6) STAND-UP-AND-PLAY.COM - MEMBER OF BOARD OF DIRECTORS. 7) BETTER BUSINESS BUREAU OF WISCONSIN, INC. - MEMBER OF THE INVESTMENT COMMITTEE. 8) ELLENBECKER INVESTMENT GROUP - FOUNDER AND WEALTH ADVISOR FOR ORIA.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-01-03 |
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