Brett Engelking

Chief Compliance Officer at Ellenbecker Investment Group Inc - Pewaukee, WI, US

Brett Engelking's Colleagues at Ellenbecker Investment Group Inc
Sandra Geisler

Director of Tax Planning Services

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Amy Schaubel

Client Relations Specialist

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Sandy Miller

Wealth Advisor Associate

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Jean Range

Senior Wealth Advisor

Contact Jean Range

Cara Olson

Director of HR and Culture Leader

Contact Cara Olson

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Brett Engelking's Contact Details
HQ
262-691-3200
Location
Pewaukee, Waukesha County, Wisconsin, United States
Company
Ellenbecker Investment Group Inc
Brett Engelking's Company Details
Ellenbecker Investment Group Inc logo, Ellenbecker Investment Group Inc contact details

Ellenbecker Investment Group Inc

Pewaukee, WI, US • 50 - 99 Employees
Financial Services

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.

Financial Planning Retirement Planning Estate Planning Risk Management Financial Services Financial Advisory Services
Details about Ellenbecker Investment Group Inc
Frequently Asked Questions about Brett Engelking
Brett Engelking currently works for Ellenbecker Investment Group.
Brett Engelking's role at Ellenbecker Investment Group is Chief Compliance Officer.
Brett Engelking's email address is ***@ellenbecker.com. To view Brett Engelking's full email address, please signup to ConnectPlex.
Brett Engelking works in the Financial Services industry.
Brett Engelking's colleagues at Ellenbecker Investment Group Inc are Sandra Geisler, Amy Schaubel, Jean Range, Sandy Miller, Julie Lipsky, Jean Range, Cara Olson and others.
Brett Engelking's phone number is 262-691-3200
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