Jean
Range
Ellenbecker Investment Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Jean Range is a certified financial planner based out of Pewaukee, Wisconsin with a total of 9 years of industry experience. Range is currently employed by Ellenbecker Investment Group. Throughout their career, Range has worked at Ernst & Young Llp, Sii Investments, Inc and Ellenbecker Investment Group. Range maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Wisconsin. Ellenbecker Investment Group is a financial advisory company headquartered in Pewaukee, WI. The company has offices in two locations and a total of 34 people on staff. It administers $1 billion in assets under management between its 1,959 customer accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm provides services to 11 charitable organizations. Of its 1,959 customer accounts, 21% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Ellenbecker Investment Group offers a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules usually are based on which services are provided. Fees charged by Ellenbecker Investment Group most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Jean Range Work History
Jean has been registered as a financial advisor for 9 years.*
Sii Investments, Inc
Ellenbecker Investment Group
Ernst & Young Llp
*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 Jean Range 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
