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Michele Brehm

ELLENBECKER INVESTMENT GROUP
WAUKESHA, WI 53188
CRD#: 1685465
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MB
Michele BrehmELLENBECKER INVESTMENT GROUP

Professional summary

Michele Brehm, who also goes by Michele Frances Brehm, Michele Frances Reaume, Michele Reaume, is a registered financial advisor currently at ELLENBECKER INVESTMENT GROUP located in Waukesha, Wisconsin.

Michele is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Michele has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Michele Frances Brehm | Michele Frances Reaume | Michele Reaume

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michele Brehm'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®
None

Experience

Current

June 6, 2024 - Present

ELLENBECKER INVESTMENT GROUP

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

November 15, 2022 - April 24, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

RIA
CRD#: 2881
Franklin, WI
Past

November 14, 2022 - April 24, 2024

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
Franklin, WI
Past

April 22, 2016 - October 6, 2022

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
ELKHORN, WI
Past

July 13, 2015 - October 6, 2022

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
ELKHORN, 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
(6/6/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/22/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/10/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/27/2018
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/13/2015
Investment Company Products/Variable Contracts 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 (23 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A (12/11/2025)

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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