ELLENBECKER INVESTMENT GROUP

N21 W23350 Ridgeview Parkway
Waukesha, Wisconsin 53188
Tel: 262-691-3200

About ELLENBECKER INVESTMENT GROUP

ELLENBECKER INVESTMENT GROUP, formally registered with the SEC as ELLENBECKER INVESTMENT GROUP. The firm was established in 12/02/2014. They have over 3 offices throughout the country.

ELLENBECKER INVESTMENT GROUP is a Waukesha, Wisconsin based Financial Planning firm with nearly $1,491,336,546 assets under management, offering retirement planning & investment advisory services to 2060 clients. The firm is staffed with 39 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173851
SEC#	801-80600
Assets Managed by Firm	$1,491,336,546
No. of Clients	2060
No. of Advisors	39

Fee Structure

A percentage of AUM
Fixed fees
Other (CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2060	$1,491,336,546
Individuals (other than high net worth individuals)	1550	$468,139,232
High net worth individuals	497	$1,020,325,268
Charitable organizations	13	$2,872,046

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
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TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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