Ryan
Lundeen
Ellenbecker Investment Group
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About this Advisor
Ryan Lundeen is a financial advisor based in Waukesha, Wisconsin, working with Ellenbecker Investment Group. Ryan has previously held positions at Jp Morgan Securities LLC, Marine Credit Union, Jpmorgan Chase Bank, The Botle Room, Tripoli Country Club, Jpmorgan Chase Bank, Na, Annex Wealth Management, LLC, and Ellenbecker Investment Group, Inc. Ryan has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Ryan 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
Ryan Lundeen Work History
Ellenbecker Investment Group, Inc
Annex Wealth Management, LLC
Jpmorgan Chase Bank, Na
Tripoli Country Club
Jp Morgan Securities LLC
Jpmorgan Chase Bank
The Botle Room
Marine Credit Union
Disclosures
Please visit the SEC profile of Ryan Lundeen 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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