Ellenbecker Investment Group

Money Directory

Published December 8, 2014

N35 W23877 Highfield Court, Suite 200

Pewaukee, WI, 53072

Primary Contact: Julie Ellenbecker-Lipsky

(262) 691-3200

Website: www.ellenbecker.com

Facebook: N/A

Twitter: N/A

LinkedIn: N/A

Year Founded: 1996

Primary market served: Families

Secondary market served: Individuals

Primary category of service: Wealth Management

Other services provided: Financial Planning
Insurance
Investments
Long Term Care
Lump Sum Distribution
Wealth Management
401K Plans

General Business Description: Ellenbecker Investment Group is a fee-only investment advisory firm with a focus on comprehensive financial planning. We offer consultative and asset management services.

Most typical fee structure: Percentage of assets under management

Total assets under management: $500 to $749 million

Net worth of typical client/family/business: $500,000 to $999,999

Minimum investment required: Under $500,000

Typical age of your clients: 55 or Over

Primary industry: Miscellaneous Services

Secondary industry: N/A

For business customers, typical size in total number of employees: Under 50

For business customers, typical size in total annual sales: N/A

Other services provided: 401K

Investment philosophy: N/A

Management of customer portfolios: Both internally & externally