ELLENBECKER INVESTMENT GROUP
Pewaukee, Wisconsin
4.3
6 Reviews
Ellenbecker Investment Group, based out of Pewaukee, WI, is a renowned local investment advisory firm with a strong presence in the financial industry. With over 1,520 individual clients and an impressive $1,250,836,000 in assets under management, they have established themselves as a trusted partner for individuals and businesses seeking financial guidance.
The firm's success can be attributed to their comprehensive range of services. In addition to investment advisory, they also excel as insurance brokers or agents and provide top-notch accounting services. Ellenbecker Investment Group operates from three offices, strategically...
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Assets Under Mgmt
$1.25B
Investment Professionals
11
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Other Business Activities
Insurance broker or agent
Accountant or accounting firm
Articles
Articles
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