Karen Ellenbecker is a registered investment advisor at Ellenbecker Investment Group, based in Waukesha, WI, with 29 years of industry experience. Karen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,152 clients with $1.7B in assets under management.
Compensation
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Fee Structure
EIG offers investment management services where they manage your portfolio. Fees are calculated as a percentage of the total value of your investments each month and are negotiable, subject to a $2,400 minimum annual fee. EIG may combine related accounts for fee calculation purposes. Clients can exclude certain assets from the calculation. Fees are automatically deducted from your account with your permission.
Location
N21 W23350 Ridgeview Parkway, Waukesha, WI, 53188
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Regulatory History (1)
Customer Dispute
October 2000Other Business Activities
Karen is the president of Lifetime Planning Institute, Inc. and Ellenbecker Investment Group Charitable Foundation, as well as a founder and wealth advisor for Ellenbecker Investment Group. She also serves on the board of directors for several organizations, including Wisconsin Club, Foundations Bank Board, Milwaukee Film Board, and Stand-Up-And-Play.com, and is a member of the investment committee for the Better Business Bureau of Wisconsin, Inc.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Sii Investments, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.