It's National Intern Day! A special thanks to our Summer 2024 interns, Colin Oquist and Isaac Schroeder. You both do exceptional work and we are thankful to have you on our team! #nationalinternday
About us
At Ellenbecker Investment Group, our goal is to help you understand what you need to do to achieve your goals so you can relax and enjoy your life. We believe a whole-person approach is the best way to find that kind of true wealth. Our advisors will help you focus on three of the most important human dimensions: financial, personal and social well-being. We will take the time to understand what matters to you now and through all of life’s transitions. And most importantly, we will involve you along the way so you can gain both financial confidence and knowledge. We will take a look at your current investments and apply financial best practices to determine which parts of your plan are working for you – and which parts can use some improvement. Your personalized plan will include everything that you and your spouse or significant other have accumulated. The result will be complete integration of all your investment and financial disciplines into a single strategy, anchored by our high standards. Through regular meetings, ongoing updates and individualized attention, we will keep you on the right path – and make sure you are always familiar with where your plan is taking you. Advisory services offered through Ellenbecker Investment Group, Inc. (EIG), a Registered Investment Advisor. EIG does not provide tax or legal advice; please consult your tax or legal advisor regarding your particular situation. Diversification and asset allocation do not guarantee positive results. Loss, including loss of principal may result.
- Website
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http://ellenbecker.com
External link for Ellenbecker Investment Group
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Waukesha, Wisconsin
- Type
- Privately Held
- Founded
- 1996
- Specialties
- Financial Planning, Retirement Planning, Estate Planning, and Risk Management
Locations
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Primary
Get directions
N21W23350 Ridgeview Pkwy
Waukesha, Wisconsin 53188, US
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Get directions
705 E. Silver Spring Drive
Whitefish Bay, Wisconsin 53217, US
Employees at Ellenbecker Investment Group
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Heather Hipke
Dynamic CFO Driving Strategic Excellence | Leadership, Collaboration, Risk Assessment, Change & Transformation Management, Financial Analysis, SEC…
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Tammy Niemann
Wealth Advisor | Financial Planner | Retirement Planner
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Jill Butterfield MS, ATRL-BC
Corporate Wellness Consultant I Psychotherapy I Art Therapy I Nutrition I Reiki
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Brent Adams
Wealth Management | 11 Years Providing Exceptional Client Care | Classic Cocktail Expert
Updates
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Saturday, listen to hear Heather Deaton, CFP®, CSRIC®, Wealth Advisor at EIG, talk with Thomas Content, Executive Director at Citizens Utility Board of Wisconsin, about the proposed WE Energy price increases, ways to save on utility bills and the importance of advocacy for residents and small businesses. Sunday, Heather Deaton, CFP®, CSRIC®, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest 529, Wisconsin's College Savings Plan, to discuss 529 college savings plans and eligible expense options. Miss a show? Recordings are available online (https://lnkd.in/ge64RYgh) and as podcasts on Apple Podcasts, Google Play, Stitcher, and Spotify
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ICYMI - On Thursday, July 18th, EIG hosted our very first car show! We showcased 40 unique vehicles throughout our parking lot while nearly 400 guests enjoyed summertime food, beverages, and live music. It was a great time including a vote for People's Choice Award which went to a 1935 Auburn 851 Phaeton. Visit ellenbecker.com/events to see our upcoming events and seminars. We hope to see you at our annual Veterans Appreciation Event on September 5th, featuring over 20 nonprofit organizations that provide services to Veterans.
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Our Director of Marketing, Sara McGuire, recently celebrated her two-year anniversary with Ellenbecker Investment Group! In honor of her anniversary, the EIG Charitable Foundation is donating to her chosen organization, Wildlife Rehabilitation Center at Wisconsin Humane Society, who currently has a dollar-for-dollar match through the end of July! In addition to her time at EIG, Sara is currently in her 15th year of volunteering at Wisconsin Humane Society and was just appointed to their board of directors. Congratulations, Sara - we're so thankful you're part of the EIG team!
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Here is this week's Market Morsel! For the full market update visit: ellenbecker.com/blog or sign up to receive our weekly email by contacting [email protected].
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Tune in Sunday to hear EIG Director of Community Relations, Jill Economou, talk with two nonprofits: Milwaukee Tennis and Education Foundation (MTEF) Improving lives of Milwaukee youth Rachael Badt Milwaukee Youth Sports Alliance Access to high-quality sports programs Quentin Prince Episodes air each week on News/Talk 1130 WISN, Sunday at 10am. Miss a show? Past shows can be heard online at ellenbecker.com/radio or as podcasts on Apple Podcasts, Google Play, Stitcher, and Spotify.
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Saturday, Heather Deaton, CFP®, CSRIC®, EIG Wealth Advisor, sits down with Khaleel Ali, Senior Education Savings Consultant at Edvest 529, Wisconsin's College Savings Plan, to discuss 529 college savings plans and eligible expense options. Sunday, listen to hear Heather Deaton, CFP®, CSRIC®, Wealth Advisor at EIG, talk with Thomas Content, Executive Director of Citizens Utility Board of Wisconsin, about the proposed WE Energy price increases, ways to save on utility bills and the importance of advocacy for residents and small businesses. Miss a show? Recordings are available online (https://lnkd.in/ge64RYgh) and as podcasts on Apple Podcasts, Google Play, Stitcher, and Spotify
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We hope to see you tomorrow at the EIG Car Show! Explore unique vehicles, such as Corvette, Lamborghini, Porsche & more. All will enjoy live music from 50s band Do-Wa-Wa, summertime food, beverages and soda floats. Celebrate summer with us 7/18 from 4 - 7:30 pm! Learn more: https://lnkd.in/gr5upJCN
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Happy Anniversary to Pam Peterson, EIG's Receptionist and Director of First Impressions! Pam is celebrating 17 years of providing extraordinary service for our clients each and every day. In honor of her anniversary, the EIG Charitable Foundation is donating to her chosen organization, Wisconsin Humane Society. Congratulations, Pam - we're so glad you're part of the EIG team!
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