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Maureen Holsen, CFP®, AIF®

Maureen Holsen, CFP®, AIF®

Wealth Advisor

Maureen started her financial services industry career in 2007. She joined the Ellenbecker Investment Group in 2019 and draws on her financial planning expertise to bring clients’ goals to life. She utilizes her strength in establishing long standing relationships with individuals and families to understand their financial priorities. She then creates organized plans that they can confidently navigate through any life transition.

Maureen graduated from the College of Business at Marquette. She then began her career directly working with investors at a mutual fund company, then financial advisors in a branch office. She transitioned to work on long-range, comprehensive planning for local governments, which included issuing fixed income securities and financing economic development projects. In her previous role, she was a Certified Independent Professional Municipal Advisor with the National Association of Municipal Advisors and a Registered Municipal Advisor with the Municipal Securities Rulemaking Board.

Maureen is an Investment Advisor representative who holds FINRA Series 65 and Health and Life Insurance licenses. Maureen has been a CERTIFIED FINANCIAL PLANNER™ professional since 2020 after completing educational course requirements in Financial, Retirement, Investment, Tax, Estate and Insurance Planning. In 2021, she became an Accredited Investment Fiduciary® which allows her to work with Employer Sponsored Retirement Plans. 

Maureen lives in Brookfield with her husband and children and stays active in the Milwaukee and Waukesha County areas.