Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EIG charges a percentage of the total value of your investments each month. The exact percentage is negotiable and subject to a $2,400 minimum annual fee. EIG may group related accounts together to calculate a single fee based on the total amount invested. If you use third-party managers for specific investments like large-cap dividend stocks, small-cap growth stocks, or fixed income, you'll pay an additional fee to those managers on top of EIG's fee.
Location
17950 W. Corporate Drive, Suite 300, Brookfield, WI, 53045
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
No outside business activities were listed for Amy.
Employment History
Current Registrations
Ellenbecker Investment Group
Previous Registrations
Annex Wealth Management, LLC
H. Beck, INC.Broker
Global View Capital Management, LTD
Purshe Kaplan Sterling InvestmentsBroker
The Strategic Financial Alliance
The Strategic Financial Alliance, INC.Broker
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.