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NK

Nikita A. Kibardin

ELLENBECKER INVESTMENT GROUP
Waukesha, WI 53188
Some features on this profile are disabled
CRD#: 5515981
NK

Professional summary

Nikita A. Kibardin, who also goes by Nik Kibardin, is a registered financial advisor currently at ELLENBECKER INVESTMENT GROUP located in Waukesha, Wisconsin.

Nikita is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Nikita has worked at 5 firms and has passed the Series 66, Series 7TO, Series 6TO, Series 50, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Nik Kibardin

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 Nikita A. Kibardin'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

April 1, 2026 - Present

ELLENBECKER INVESTMENT GROUP

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

November 20, 2025 - March 20, 2026

MADISON PARTNERS

RIA
CRD#: 305824
PEWAUKEE, WI
Past

March 22, 2022 - November 13, 2025

ANNEX WEALTH MANAGEMENT, LLC

RIA
CRD#: 127987
Delafield, WI
Past

June 8, 2019 - November 3, 2020

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
FOX LAKE, IL
Past

May 7, 2019 - November 3, 2020

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
FOX LAKE, IL
Past

August 5, 2008 - January 6, 2009

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
VERNON HILLS, IL

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
(4/1/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/8/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/18/2024
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6TO
Date: 3/18/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 50
Date: 7/10/2021
Municipal Advisor Representative Qualification Exam
General Industry/Product Exam
RR
SIE
Date: 2/23/2019
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 8/4/2008
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)
PREMIUM
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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)

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 (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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