Brent
Adams
Ellenbecker Investment Group
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About this Advisor
Brent Adams is a financial advisor based in Pewaukee, Wisconsin, who has 1 year of industry experience. Adams works at Ellenbecker Investment Group. The advisor has gained experience at Ellenbecker Investment Group, Inc, Franklin Meats, African American Chamber Of Commerce Wi, Refinitive, Hotel Madrid, Aimbridge Hospitality, Uniplan Investment Counsel and Marquette University. Adams has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Wisconsin. Ellenbecker Investment Group is a business that has its headquarters in Pewaukee, WI. The company has offices in two locations and a total of 34 advisors. It handles $1 billion in assets under management among its 1,959 client accounts, placing it among the larger financial advisory firms in the country by assets under management. The firm serves 11 charitable organizations. Of its 1,959 customer accounts, 21% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically are based on the type of financial services provided. However, fees charged by Ellenbecker Investment Group most likely are comprised of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ellenbecker Investment Group Brokerage Details
$1,250,836,104
34
1,959
$638,507
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Brent Adams Work History
Brent has been registered as a financial advisor for 1 years.*
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
Marquette University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
Pewaukee, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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