Brent
Adams
Ellenbecker Investment Group
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About this Advisor
Brent Adams is a financial advisor based in Waukesha, Wisconsin, working with Ellenbecker Investment Group. Brent has previously held positions at Ellenbecker Investment Group, Inc, Franklin Meats, African American Chamber Of Commerce Wi, Refinitive, Hotel Madrid, Aimbridge Hospitality, and Uniplan Investment Counsel. Brent has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Brent is part of Ellenbecker Investment Group, which operates out of Waukesha, Wisconsin. The firm has 2 offices and 39 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Ellenbecker Investment Group includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ellenbecker Investment Group Brokerage Details
$1,491,336,546
39
2,060
$723,950
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brent Adams Work History
Ellenbecker Investment Group, Inc
Franklin Meats
African American Chamber Of Commerce Wi
Refinitive
African American Chamber Of Commerce Wi
Hotel Madrid
Aimbridge Hospitality
Uniplan Investment Counsel
Disclosures
Please visit the SEC profile of Brent Adams to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ellenbecker Investment Group
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
Waukesha, WI
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