Ellenbecker Investment Group

Wealth Management Firm in Pewaukee, WI

Firm Info
Address: N35 W23877, Highfield Ct Suite 200, Pewaukee, WI 53072, USA
Phone: (262) 691-3200

Firm Size
Assets Under Management: $1.4 billion
# of Advisors: 12
# of Clients: 6,316
Client to Advisor Ratio: 526:1
Average Account Size: $220,232
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)
  • Other

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Ellenbecker Investment Group Overview

The Ellenbecker Investment Group is a fee-only registered investment advisory firm based in Pewaukee, WI, that has been in business since 2014. The firm provides investment advice, financial planning, and portfolio management services for individuals and small businesses. Additionally, Ellenbecker Investment Group offers pension consulting services, assists with the selection of third-party advisors, and provides educational seminars and workshops for clients. They are also an insurance broker/agent and have ties with an accounting firm. As a fee-only investment advisory firm, Ellenbecker Investment Group is committed to transparency and operates with the client's best interests in mind. They provide advice to clients without the bias of commissions from products or securities sales. This approach helps clients focus on their financial goals and developing strategies to achieve them. Ellenbecker Investment Group has garnered an excellent reputation for providing clients with a holistic investment strategy. The firm publishes newsletters and periodicals that keep clients informed on financial market trends and the latest investment strategies. They also provide opportunities for clients to attend educational seminars and workshops, which helps them develop a better understanding of investment principles and the best practices for their financial situation. Overall, the Ellenbecker Investment Group is trusted by clients for their knowledge, professionalism, and personalized approach.

The ELLENBECKER INVESTMENT GROUP caters to a diverse range of clients, from individuals seeking to build their wealth to high net worth individuals who require more specialized and personalized services. They serve clients across various industries and backgrounds, ensuring that each investment plan is tailored to meet their unique needs and goals. When it comes to fees, the firm offers different structures depending on the nature and complexity of the services rendered. They may charge a percentage of Assets Under Management (AUM) for portfolio management, an hourly rate for financial planning and consulting, fixed fees for specific projects or services, or other types of fees that reflect the value they provide to their clients. With decades of experience and a commitment to their clients' success, ELLENBECKER INVESTMENT GROUP provides exceptional investment advisory services that generate positive results and enhance their clients' financial wellbeing.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Ellenbecker Investment Group (EIG) notes that the firm does not typically require a minimum account size. However, clients should be aware that there may be minimum account sizes and associated fees for the services provided by third-party managers if they are used by EIG. Therefore, it is recommended that clients consult with EIG directly to understand any investment minimums or related fees that may apply to their specific situation.

How This Office Can Help Pewaukee, WI Residents

Ellenbecker Investment Group is a leading financial services firm that serves clients in Pewaukee, WI, and many other parts of the U.S. The company provides a range of customized investment solutions, financial planning, and wealth management services that cater to each client's specific goals and objectives. For those living in Pewaukee, WI, the team at Ellenbecker Investment Group can offer personalized advice on a variety of financial situations, including retirement planning, college saving strategies, estate planning, and tax-efficient investing. They can also help clients navigate life events such as marriage, divorce, job changes, or the birth of a child, and adjust their financial plans accordingly. In addition, the team is experienced in managing complex and diversified portfolios, mitigating investment risks, and providing ongoing support and education to help clients make informed financial decisions. With a deep understanding of the local economic landscape and an unwavering dedication to client satisfaction, Ellenbecker Investment Group is a trusted partner for those in Pewaukee, WI, seeking to improve their financial well-being and achieve lifetime financial security.

To view the Minimum Investment and Fee Schedule for Ellenbecker Investment Group, visit their Part 2 Brochure.

Services Offered by Ellenbecker Investment Group

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Ellenbecker Investment Group most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location N35 W23877, Highfield Ct Suite 200, Pewaukee, WI 53072, USA
Phone (262) 691-3200
Opening Hours
  • Mon 8 AM–5 PM
  • Tue 8 AM–5 PM
  • Wed 8 AM–5 PM
  • Thu 8 AM–5 PM
  • Fri 8 AM–3 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  5 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Ellenbecker Investment Group is registered to service clients in the following states:

  • Arizona
  • Arkansas
  • California
  • Colorado
  • Florida
  • Georgia
  • Illinois
  • Indiana
  • Louisiana
  • Michigan
  • Minnesota
  • Nebraska
  • New York
  • North Carolina
  • Ohio
  • Tennessee
  • Texas
  • Virginia
  • Washington
  • Wisconsin

Disciplinary History

Ellenbecker Investment Group does not have any disclosures. Please visit it's Form ADV for more details.

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