ELLENBECKER INVESTMENT GROUP, INC. of WAUKESHA, WI is an SEC-registered investment adviser (CRD 173851). Regulatory assets under management: $2.1B.
Compensation: % of AUM, Fixed, Other.
Clients served: Individuals, High net worth, Charities, Corporations.
| Name | Role | Location |
|---|---|---|
| Karen Jean Ellenbecker | FOUNDER, SECRETARY AND TREASURER | — |
| Julie Ann Ellenbecker-Lipsky | PRESIDENT AND CHIEF EXECUTIVE OFFICER | — |
| Michele Lee Pawlak | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | — |
| Heather Lynn Hipke | CHIEF FINANCIAL OFFICER | — |
| ELLENBECKER KAREN JEAN | FOUNDER, SECRETARY AND TREASURER | — |
| ELLENBECKER-LIPSKY JULIE ANN | PRESIDENT AND CHIEF EXECUTIVE OFFICER; PRESIDENT, CEO AND CCO; PRESIDENT, VICE PRESIDENT AND CEO (+1 more) | — |
| ENGELKING BRETT WILLIAM | DIRECTOR OF BUSINESS OPERATIONS AND CCO | — |
| PAWLAK MICHELE LEE | CHIEF COMPLIANCE OFFICER & DIRECTOR OF BUSINESS SERVICES | — |
| HIPKE HEATHER LYNN | CHIEF FINANCIAL OFFICER | — |