Sandra
Miller
Ellenbecker Investment Group
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About this Advisor
Sandra Miller is a financial advisor based in Waukesha, Wisconsin, working with Ellenbecker Investment Group. Sandra has previously held positions at Sii Investments and Ellenbecker Investment Group. Sandra has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Sandra 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
Sandra Miller Work History
Ellenbecker Investment Group
Sii Investments
Disclosures
Please visit the SEC profile of Sandra Miller 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
The content in this profile was updated by SmartAsset on 6/19/2024. 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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