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JR

Jean E. Range

ELLENBECKER INVESTMENT GROUP
Waukesha, WI 53188
Some features on this profile are disabled
CRD#: 1595367
JR

Professional summary

Jean Ellen Range, CFP®, who also goes by Jean Ellen Wiese, is a registered financial advisor currently at ELLENBECKER INVESTMENT GROUP located in Waukesha, Wisconsin.

Jean is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jean has worked at 4 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

top-8-questions

Question & Answer

What are your service offerings?
Investment Planning
Tax Planning
Elder Care
Education Planning
Employee and Employer Plan Ben...
Retirement Planning
Comprehensive Financial Planni...
Estate Planning
Insurance Planning
Are you a "fiduciary"?
Yes

Aliases

Jean Ellen Wiese

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) ST LEONARD CATHOLIC CHURCH - RELIGIOUS EDUCATION TEACHER. 2) WOMEN AND GIRLS FUND OF WAUKESHA COUNTY - RAFFLE COMMITTEE VOLUNTEER.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jean Ellen Range's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1993

Experience

Current

December 4, 2014 - Present

ELLENBECKER INVESTMENT GROUP

Office #1: N21 W23350 Ridgeview Parkway, Waukesha, WI 53188
RIA
CRD#: 173851
Waukesha, WI
Past

February 13, 2009 - April 1, 2015

SII INVESTMENTS, INC.

RIA
CRD#: 2225
PEWAUKEE, WI
Past

January 29, 2009 - April 1, 2015

SII INVESTMENTS, INC.

BD
CRD#: 2225
PEWAUKEE, WI
Past

July 5, 2002 - July 28, 2009

ERNST & YOUNG INVESTMENT ADVISERS LLP

RIA
CRD#: 110921
MILWAUKEE, WI
Past

December 21, 1989 - June 3, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EI
ELLENBECKER INVESTMENT GROUP
EIG | ELLENBECKER INVESTMENT GROUP, INC. | ELLENBECKER INVESTMENT GROUP

CRD#: 173851 / SEC#: 801-80600

RIA
Registered Investment Advisory firm - (12/2/2014 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Wisconsin
(12/4/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 3/18/2009
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 10/21/1999
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/1/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/28/2009
General Securities Representative Examination

Current Firm

EI
ELLENBECKER INVESTMENT GROUP
EIG | ELLENBECKER INVESTMENT GROUP, INC. | ELLENBECKER INVESTMENT GROUP

CRD#: 173851 / SEC#: 801-80600

RIA
Registered Investment Advisory firm - (12/2/2014 Approved)
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Contact information

Main Address
N21 W23350 Ridgeview Parkway, Waukesha, WI 53188
Mailing Address
Phone number
(262) 691-3200
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts2,152
AUM (Assets Under Management)$ 1,731,276,641

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ELLENBECKER INVESTMENT GROUP

CRD#: 173851Waukesha, WI 53188

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