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  6. Ellenbecker Investment Group

Ellenbecker Investment Group

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N35 W23877 HIGHFIELD COURT SUITE 200 PEWAUKEE, WI 53072 Get Directions

(262) 691-3200

http://www.ellenbecker.com/

info@ellenbecker.com

Business Details

Financial Services firm located in Pewaukee, WI
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Business Info

  • Founded --
  • Incorporated
  • Annual Revenue $7,216.00
  • Employee Count 13
  • Industries Financial Services
  • Contacts Karen Ellenbecker

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Company Summary

Ellenbecker Investment Group’s (EIG) goal is to help clients understand what they need to do to achieve their financial goals, allowing them to relax and enjoy life. EIG believes a whole-person approach is the best way to find that kind of true wealth.
Our advisors help clients focus on three of the most important human dimensions: financial, personal and social wellbeing. We take the time to understand what matters to each individual now and through all of life’s transitions. And most importantly, we involve clients along the way so they can gain both financial confidence and knowledge.

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      Hours

      • Sunday  --
      • Monday  8:00AM - 5:00PM
      • Tuesday  8:00AM - 5:00PM
      • Wednesday  8:00AM - 5:00PM
      • Thursday  8:00AM - 5:00PM
      • Friday  8:00AM - 3:00PM
      • Saturday  --
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      • Karen Ellenbecker
Founder & Senior Wealth Advisor
      • Julie Ellenbecker-Lipsky, CFP, CDFA
President & Senior Wealth Advisor
      • Diane Byrne, CFP, AIF
      • Jean Range CFP
      • Anne Mank, CFP, CPA
      • Kristina Schnuckel, CFP, AIF Heather Deaton
Wealth Advisor Associate Sandy Miller
Wealth Advisor Associate Gabby Urquizo
Wealth Advisor Associate Courtney Hull
Wealth Advisor Associate Brett Engelking
Director of Business Operations & CCO Diane Gastrow
Director of Insurance Planning Sandra Geisler, CPA
Director of Tax Planning Amy Schaubel 
Client Relations Specialist Kristen Cantrell
Business Services & Compliance Associate Lauren Janke
Senior Operations Associate Kate Janusz
Operations Associate Renee Dethardt
Operations Associate Wendy Bitter
Director of Marketing Lauren Alles
Marketing Associate Jill Economou
Director of Community Outreach Pam Peterson
Receptionist, Director of First Impressions Karen Miller
Client Relations Specialist Fran Hughes
Administrative Assistant

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