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Financial Advisor
Wisconsin
Waukesha
ELLENBECKER INVESTMENT GROUP

ELLENBECKER INVESTMENT GROUP

Tel: 262-691-3200 N21 W23350 Ridgeview Parkway Waukesha, Wisconsin 53188

About ELLENBECKER INVESTMENT GROUP

ELLENBECKER INVESTMENT GROUP is a Waukesha, Wisconsin based financial advisory firm with nearly $1,491,336,546 in assets under management and provides investment advisory services for 2060 clients. There are currently 39 financial advisors at the firm.

General Information
Firm CRD#:

173851

Firm SEC#:

801-80600

Assets Under Management:

$1,491,336,546

No. of Clients:

2060

No. of Advisors:

39

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Fee Structure:

A percentage of AUM, Fixed fees, Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS)

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