BBB Accredited Business sinceAdditional Locations
Phone: (262) 691-3200 Fax: (262) 691-3229 N35W23877 Highfield Ct. Ste 200, Pewaukee, WI 53072 View Additional Email Addresses
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This company states it offers investment advisory services and full brokerage services to individuals, families, businesses and partnerships.
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A BBB Accredited Business since
BBB has determined that Ellenbecker Investment Group, Inc. meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.
BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Ellenbecker Investment Group, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
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Customer Reviews Summary Read customer reviews
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Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding
or registration. BBB encourages you to check with the appropriate agency to be certain
any requirements are currently being met.
These agencies may include:
Commissioner of Insurance
125 South Webster Street, Madison WI 53703
Phone Number: 6082663585 8002368517
Fax Number: (608) 266-9935
SECURITIES EXCHANGE COMMISSION
450 5TH ST NW, WASHINGTON DC 20549
Phone Number: (202) 942-7040
U.S. Securities and Exchange Commission
450 Fifth Street, NW, Washington DC 20549
Fax Number: 202-942-9634
Type of Entity
Business ManagementMs. Karen Ellenbecker, Founder Ms. Julie Ellenbecker-Lipsky, President Ms. Pam Peterson, Office Manager
Investment Advisory Service Retirement Planning Service Financial Services Estate Planning & Management Financial Planning Consultants Insurance - Life Investment Advice (NAICS: 523930)