How does the advisor help clients – Key Takeaways:
The Ellenbecker Investment Group is a trusted financial advisory firm that specializes in helping individuals and businesses achieve their financial goals. With their expertise and client-focused approach, they have become a go-to resource for all things finance, offering a wide range of services to cater to various client needs.
Facts and Insights
The Ellenbecker Investment Group was founded in 1988 by CEO and President Ellenbecker. With over 30 years of experience in the industry, the firm has established a reputation for providing sound financial advice and excellent customer service.
The team at Ellenbecker Investment Group is made up of highly qualified and experienced financial advisors who hold various certifications and have extensive knowledge in different areas of finance. This enables them to provide comprehensive and tailored solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10 | 30 years |
Financial Services Offered:
The Ellenbecker Investment Group offers a wide range of financial services to help clients meet their unique needs and financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- Education planning
- Business succession planning
Client Types:
The firm caters to a diverse range of clients, including individuals, families, businesses, and non-profit organizations. No matter your financial situation or goals, the Ellenbecker Investment Group has the expertise and resources to help you achieve success.
Fees & Compensation:
The Ellenbecker Investment Group structures their fees based on a percentage of assets under management. This ensures that their interests are aligned with their clients’ and that they are incentivized to help them grow their investments. The firm is transparent about their fees and compensation structure, and clients can expect no hidden costs or surprises.
Background:
CEO and President Ellenbecker founded the Ellenbecker Investment Group in 1988 with the goal of providing individuals and businesses with the necessary tools and resources to achieve financial success. Ellenbecker has over three decades of experience in the industry and is committed to delivering personalized and comprehensive financial advice to her clients.
Financial Advisor Disclosures to Know:
The Ellenbecker Investment Group boasts a clean disciplinary record, with no legal or regulatory issues reported in the past 10 years. As a fiduciary, the firm is held to the highest standard of care and is legally obligated to act in their clients’ best interests.