Ryan
Fritz
Ellenbecker Investment Group
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About this Advisor
Ryan Fritz is a financial advisor working in Pewaukee, Wisconsin who has 1 year of relevant experience. Fritz is currently employed by Ellenbecker Investment Group. Throughout their career, they have worked at Ellenbecker Investment Group, Inc, Steinhafels, Km3 Management, LLC, Festival Foods, Briggs And Stratton Corp, Paratech, Pick N Save, Basses Taste Of Country, Mcdonalds and Arrowhead School District. Fritz holds a Series 65 license, certifying them as an investment advisor representative, and can work in Wisconsin. Ellenbecker Investment Group is a company operating out of Pewaukee, WI. The company has offices in two locations and a total of 34 people on staff. It controls $1 billion in total assets between its 1,959 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. The firm serves 11 charitable organizations. Of its 1,959 customer accounts, 21% belong to high-net-worth clients who have at least $1 million in assets available to invest. The firm performs a diverse array 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. Fees for financial management usually are based on the type of financial services offered. However, fees charged by Ellenbecker Investment Group may include any combination 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
Ryan Fritz Work History
Ryan has been registered as a financial advisor for 1 years.*
Ellenbecker Investment Group, Inc
Steinhafels
Festival Foods
Briggs And Stratton Corp
Km3 Management, LLC
Paratech
Pick N Save
Basses Taste Of Country
Mcdonalds
Arrowhead School District
*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 Ryan Fritz 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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