ELLENBECKER INVESTMENT GROUP

Overview

Ellenbecker Investment Group is an independently owned registered investment adviser, organized as a corporation and on the SEC register since 2014. The firm serves both individuals/families and institutional clients and describes itself as a capital allocator that also selects third‑party managers. Its revenue model includes AUM fees and fixed fees, and it reports a mix of financial planning, portfolio management for individuals and small businesses, selection of other advisers, periodic publications, and educational seminars among its advisory activities. The firm is not an active ESG investor and does not identify as a multi‑state adviser. An accounting background appears in its business activities and industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives