Ellenbecker Investment Group

Ellenbecker Investment Group

Financial Services, N35w23877 Highfield Ct, Waukesha, Wisconsin, 53072, United States, 11-50 Employees

ellenbecker.com

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phone no Phone Number: 26********

Who is ELLENBECKER INVESTMENT GROUP

At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is t...

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  • N35w23877 Highfield Ct, Waukesha, Wisconsin, 53072, United States Headquarters: N35w23877 Highfield Ct, Waukesha, Wisconsin, 53072, United States
  • 1996 Date Founded: 1996
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523930 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from ELLENBECKER INVESTMENT GROUP

Ellenbecker Investment Group Org Chart and Mapping

Employees

Ellie Kaczkowski

Financial Services Intern

Amy Anderson

Tax Planning Associate

Taelor Ellenbecker

IT Systems Support & Project Specialist

Cdfa Tina Alfini

Investment Operations Associate

Cameron Roth

Investment Operations Associate

Amelia Lipsky

Financial Planning Intern

Heather Hipke

Chief Financial Officer

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Frequently Asked Questions Regarding Ellenbecker Investment Group

Answer: Ellenbecker Investment Group's headquarters are located at N35w23877 Highfield Ct, Waukesha, Wisconsin, 53072, United States

Answer: Ellenbecker Investment Group's phone number is 26********

Answer: Ellenbecker Investment Group's official website is https://ellenbecker.com

Answer: Ellenbecker Investment Group's revenue is $5 Million to $10 Million

Answer: Ellenbecker Investment Group's SIC: 6282

Answer: Ellenbecker Investment Group's NAICS: 523930

Answer: Ellenbecker Investment Group has 11-50 employees

Answer: Ellenbecker Investment Group is in Financial Services

Answer: Ellenbecker Investment Group contact info: Phone number: 26******** Website: https://ellenbecker.com

Answer: At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of lifes transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path and make sure you are always familiar with where your plan is taking you. Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.

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