Ellenbecker Investment Group
Financial Services • 
Waukesha, Wisconsin, United States • 21-50 Employees
Company overview
| Headquarters | N21W23350 Ridgeview Pkwy, Waukesha, Wisconsin 53188, US |
| Phone number | +12626913200 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 1996 |
| Employees | 21-50 |
| Socials |
Key Contacts at Ellenbecker Investment Group
Michele Pawlak
Chief Compliance Officer & Director Of Business Services
Shelly Jones
Director Of Systems Integration & Optimization
Kristina Schnuckel
Director Of Client Experience
Sandra Geisler
Director Of Tax Planning Services
Ellenbecker Investment Group Email Formats
Ellenbecker Investment Group uses 5 email formats. The most common is {first initial} (e.g., j@ellenbecker.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@ellenbecker.com | 62.5% |
{first name}.{last name} | john.doe@ellenbecker.com | 22.5% |
{first initial}.{last name} | j.doe@ellenbecker.com | 10% |
{first name} | john@ellenbecker.com | 5% |
About 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 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 life’s 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.
Ellenbecker Investment Group revenue & valuation
| Annual revenue | $5,086,061 |
| Revenue per employee | $104,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Ellenbecker Investment Group has 28 employees across 6 departments.
Departments
Number of employees
Funding Data
Ellenbecker Investment Group has never raised funding before.
Ellenbecker Investment Group Tech Stack
Discover the technologies and tools that power Ellenbecker Investment Group's digital infrastructure, from frameworks to analytics platforms.
CDN
JavaScript libraries
CDN
PaaS
Search engines
Security
JavaScript libraries
Tag managers
Marketing automation
Security
JavaScript libraries
Miscellaneous
Germany
Singapore
Czechia
Frequently asked questions
4.8
40,000 users
