Business Services & Compliance Associate
Kristen joined Ellenbecker Investment Group in March of 2000, and has worn many hats throughout the years. She in an integral part of our client service team, and is a leading employee who implements change, trains employees on new programs, and supports the firm’s IT needs. She is responsible for updating client portfolios and preparing the asset allocations for client reviews. She also maintains client cost basis, investment performance and tax documents. Kristen is an excellent example of someone who provides high-quality service to our clients.
Kristen has her Series 7 (General Securities Representative) and Series 63 (Uniform Securities Agent State Law) registration. She has also earned an Associate Degree in Materials Management from Gateway Technical College in Racine.
In her free time, Kristen enjoys reading, baking, camping, and spending time with her family.