Kristina
Alfini
Ellenbecker Investment Group
Answer a few questions and
get matched with an advisor.
About this Advisor
Kristina Alfini is a financial advisor working out of Pewaukee, Wisconsin with 4 years of industry experience. Alfini is on the advisory team at Ellenbecker Investment Group. During their career, Alfini has held roles at Mass Mutual Life Insurance Company, Mml Investors Services, Westwood Health And Fitness, Be Fitness And Wellness, Xperience, Ascent Wellness, Golds Gym, Ellenbecker Investment Group and Dettlaff & Company Inc. Alfini holds a Series 65 license, designating them as an investment advisor representative, and is approved to operate in Wisconsin. Ellenbecker Investment Group is a financial advisory firm that has its headquarters in Pewaukee, WI. The investment advisory business has offices in two locations and a total of 34 people on staff. It oversees $1 billion in total assets across its 1,959 client accounts, placing it among the larger firms in the United States by assets under management. The firm provides financial advisory services to 11 charitable organizations. Of its 1,959 accounts, 21% are associated with high-net-worth investors who have more than $1 million in assets. Ellenbecker Investment Group provides a wide set 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. A financial advisor's fees usually vary depending on which service is offered. However, fee types charged by Ellenbecker Investment Group likely consist of 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
Kristina Alfini Work History
Kristina has been registered as a financial advisor for 4 years.*
Ellenbecker Investment Group
Westwood Health And Fitness
Xperience
Mass Mutual Life Insurance Company
Mml Investors Services
Ascent Wellness
Dettlaff & Company Inc
Be Fitness And Wellness
Golds Gym
*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 Kristina Alfini 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.
