A complete list of active advisors currently associated with Ellenbecker Investment Group
Warmer can help you find a great advisor at Ellenbecker Investment Group or one who fits your needs even better.
Ellenbecker Investment Group provides financial planning, discretionary portfolio management, and retirement plan consulting for a broad client base that includes individual and high-net-worth clients, trusts, estates, charitable organizations, and employer-sponsored plans. The firm offers both non‑discretionary and discretionary services, including ERISA 3(21) advisory and 3(38) plan management, and conducts client reporting and education through regular account statements and seminars. Investment advice is built around model portfolios and research provided by an independent consultant, with advisers implementing allocations tailored to client objectives and risk tolerance and, where appropriate, engaging third‑party managers for concentrated large‑cap, small‑cap, or fixed‑income mandates. EIG also incorporates technology into its operations and recently added a formal “Use of Technology and Artificial Intelligence” section to describe AI‑assisted research, reporting, and administrative support, with human review retained for all client-facing outputs. A distinctive feature of the firm is its affiliated tax and accounting unit, Ellenbecker Investment Group Tax and Accounting Services, LLC, staffed with CPAs and enrolled agents that provide tax planning and return preparation to clients (for separate fees), creating potential referral conflicts the firm says it manages with policies and disclosures. The firm also emphasizes client education through workshops and periodic written communications and uses enterprise reporting platforms to support consolidated reporting and performance monitoring.
To learn more about the advisors currently working at Ellenbecker Investment Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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