President and senior wealth advisor; CFP®, CDFA® · Ellenbecker Investment Group, Inc. · Waukesha, Wisconsin
Julie Ellenbecker-Lipsky
Julie Ellenbecker-Lipsky, president and senior wealth advisor at Ellenbecker Investment Group (EIG). Daughter of founder Karen Ellenbecker; named president in 2014. Not Karen Ellenbecker (founder/strategic role).
Net worth
$10 million+
September 17, 2026
About
Julie Ellenbecker-Lipsky is president and senior wealth advisor at Waukesha-based Ellenbecker Investment Group, the holistic planning firm her mother Karen founded in 1996.
BizTimes named her president in 2014 while Karen shifted toward client relationships and strategy, and 2026 Notable Leaders coverage credits Julie with leading the firm through its 30th anniversary.
Colleagues highlight her Wealth Seed program for early-stage wealth education—BizTimes says it has engaged more than 500 participants through podcasts, guides, seminars, and monthly communications. She holds CFP® and CDFA® credentials and leads a multi-dozen-employee advisory team from EIG's Waukesha headquarters.
She also leads the EIG Charitable Foundation and serves on the board of The Women's Center in Waukesha plus committee roles with Boys & Girls Clubs of Greater Milwaukee and Camp Whitcomb/Mason, keeping the second-generation wealth-firm president locked to the city's advisory corridor.
Companies and affiliations
- Ellenbecker Investment Group, Inc.
Notable facts
BizTimes Notable Leaders in Wealth Management (Class of 2026): Julie Ellenbecker-Lipsky is president and senior wealth advisor at Waukesha-based Ellenbecker Investment Group; led firm during 30th anniversary; Wealth Seed program cited at 500+ participants.
BizTimes (2014): Karen Ellenbecker turned over presidential reins to daughter Julie Ellenbecker-Lipsky; Karen founded firm in 1996.
Public adviser directories and SEC ADV materials list Ellenbecker Investment Group headquarters in Waukesha, WI.
What questions can this profile answer
- What makes Julie Ellenbecker-Lipsky notable?
- Julie Ellenbecker-Lipsky is president and senior wealth advisor at Waukesha-based Ellenbecker Investment Group, the holistic planning firm her mother Karen founded in 1996. BizTimes named her president in 2014 while Karen shifted toward client relationships and strategy, and 2026 Notable Leaders coverage credits…
- What is Julie Ellenbecker-Lipsky's estimated net worth?
- Julie Ellenbecker-Lipsky's estimated net worth is $10 million+ as of 2026-09-17.