Amy J. Bremmer

ELLENBECKER INVESTMENT GROUP

Waukesha, WI 53188

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CRD#: 5710340

Professional summary

Amy Jean Bremmer, CFP®, who also goes by Amy Jean Buelow, is a registered financial advisor currently at ELLENBECKER INVESTMENT GROUP located in Waukesha, Wisconsin.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Amy has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Jean Buelow

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.

Purple Penny Soap Company LLC, Amy Jean Bremmer, owner. Non-investment related. Manufacture and sell bar soap at farmers markets and craft fairs.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Jean Bremmer'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: 2020

Experience

Current

September 21, 2025 - Present

ELLENBECKER INVESTMENT GROUP

Office #1: N21 W23350 Ridgeview Parkway, Waukesha, WI 53188

RIA

CRD#: 18387

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".

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
(9/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/14/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/12/2009

General Securities Representative Examination

Current Firm

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

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,152
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.

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Advisor Monitoring

Firm Stability Insights

Amy J. Bremmer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Jean Bremmer's CRS (Customer Relationship Summary).

Certified licenses

Experience

ANNEX WEALTH MANAGEMENT, LLC

GROVE POINT INVESTMENTS, LLC

GLOBAL VIEW CAPITAL MANAGEMENT LLC

PURSHE KAPLAN STERLING INVESTMENTS

THE STRATEGIC FINANCIAL ALLIANCE, INC.

THE STRATEGIC FINANCIAL ALLIANCE, INC.

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

THRIVENT INVESTMENT MANAGEMENT INC.

THRIVENT INVESTMENT MANAGEMENT INC.

Primary Firm SEC Registration

ELLENBECKER INVESTMENT GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/14/2009

SIE

Date: 10/1/2018

Series 7

Date: 11/12/2009

Current Firm

ELLENBECKER INVESTMENT GROUP

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ELLENBECKER INVESTMENT GROUP

TRUST BUT VERIFY

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