Brian Ellenbecker

Background

About Brian Ellenbecker

Expert Financial Planner and Strategist to High Net Worth Individuals and their Families I joined Shakespeare Wealth Management in 2020. In 2024, I became a Partner with Shakespeare. With over 20 years of experience, my focused areas of expertise include tax planning, Social Security strategies and estate planning. Prior to joining Shakespeare Wealth management, I spent 15 years at Baird in Milwaukee, WI, most recently as a Senior Financial Planner. I assisted financial advisors and their clients with their financial and estate planning needs, with an emphasis on retirement income and distribution planning, income tax planning, Social Security, Medicare, retirement plans and employer equity compensation. I also served in a training role, helping Financial Advisors understand the benefits of incorporating financial planning into their practice and using the tools Baird has available to create meaningful proposals for their clients. Prior to Baird, I spent five years at Strong Investments in Menomonee Falls, WI, most recently as a Senior Investment Consultant, assisting preferred clients in selecting suitable investment portfolios and creating financial and investment plans, and working with retirement plan participants. I earned my bachelor’s degree in Finance from Marquette University in I am a Certified Financial Planner® practitioner, an Enrolled Agent, a Certified Private Wealth Advisor® and a Certified Investment Management Analyst®, and am a member of the Financial Planning Association, where I serve on the Symposium Planning Committee, and the Investment Management Consultants Association. I also have extensive experience in training financial advisors on the uses and benefits of financial planning software. I worked closely with them to ensure they are delivering a consistent, appropriate wealth management experience that includes advanced financial planning services. I have been heavily involved in financial planning software development and maintenance, including the selection, implementation, upgrading, and maintenance of an enterprise solution. I am on the Board of the Medical College of Wisconsin Cancer Center. Finally, in my free time, I enjoy playing tennis, traveling and exploring new restaurants. I also enjoy watching and attending Packers, Bucks, Brewers and Marquette Golden Eagles games.