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Brett William Engelking

ELLENBECKER INVESTMENT GROUP, INC.·PEWAUKEE, Wisconsin
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N35 W23877 HIGHFIELD COURT, PEWAUKEE, WI 53072CRD# 2177834Firm CRD# 173851
01

About

Brett William Engelking is a registered financial advisor based in PEWAUKEE, Wisconsin, affiliated with ELLENBECKER INVESTMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELLENBECKER INVESTMENT GROUP, INC.
ELLENBECKER INVESTMENT GROUP
AUM
$1.5B
Regulatory assets under management
Employees
39
Total firm employees
View all advisors at ELLENBECKER INVESTMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: CORPORATE EDUCATION AND SPEAKING ENGAGEMENTS
Regulatory
SEC/IARD CRD# 2177834
Firm CRD# 173851
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brett William Engelking offer?
Brett William Engelking specializes in Financial Planning, Investment Management. Contact their office in PEWAUKEE, Wisconsin for a consultation.
What are Brett William Engelking's credentials?
Brett William Engelking is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett William Engelking located?
Brett William Engelking is based in PEWAUKEE, Wisconsin, working with ELLENBECKER INVESTMENT GROUP, INC.. Their office serves clients in the PEWAUKEE metropolitan area and surrounding communities.
How does Brett William Engelking charge for services?
Brett William Engelking's firm is compensated through percentage of aum, subscription fees, other: corporate education and speaking engagements. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ELLENBECKER INVESTMENT GROUP, INC.?
ELLENBECKER INVESTMENT GROUP, INC. has approximately 39 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kevin John Bay — KEVIN BAY INVESTMENTS, LLCTerry John Mezera — KEVIN BAY INVESTMENTS, LLCKevin Michael Reardon — SHAKESPEARE WEALTH MANAGEMENT, LLCJean Marie Ryan — KEVIN BAY INVESTMENTS, LLCJan Brian Cliff — KEVIN BAY INVESTMENTS, LLC
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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