Ellenbecker Investment Group Inc
Legal Name: ELLENBECKER INVESTMENT GROUP, INC.
Full Contact Details
Ellenbecker Investment Group Inc
N35 W23877 HIGHFIELD COURT, SUITE 200, PEWAUKEE, WI
262-691-3200
262-691-3229
Other Info
Ellenbecker Investment Group, Inc. is a legal entity operating in Wisconsin, with a team of 28 professionals, 11 of whom are advisors, and catering to 69 clients. The firm's standing with the SEC is approved, and it has been registered since December 2014.
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Ellenbecker Investment Group, Inc offers financial planning for individuals and businesses. Focusing on Retirement Planning, Estate Planning, Tax and Insurance, and Investment management with exceptional planning, and extraordinary service.
Direct Owners
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BRETT WILLIAM ENGELKING
DIRECTOR OF BUSINESS OPERATIONS AND CCO owns less than 5%
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JULIE ANN ELLENBECKER-LIPSKY
PRESIDENT, VICE PRESIDENT AND CEO owns more than 10% but less than 25%
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KAREN JEAN ELLENBECKER
FOUNDER, SECRETARY AND TREASURER owns 75% or more