Karen Ellenbecker

Karen serves as a commissioner on the board of Waukesha Counties Commission on Aging.

"Over the past few years our world has gone through a major transformation causing people to value aspects of their lives substantially different.

That's why we have changed the way we do business. We are dedicated to taking time to find out your goals, dreams and fears. We are looking for long-term clients for a lifetime of investing."

Karen Ellenbecker, President

Click here to learn about a taxation issue that could dramatically impact everybody’s retirement planning-- and what you can do about it-- in a special message from President Karen Ellenbecker.

Click here to read President Karen Ellenbecker’s September 2008 letter regarding the market fluctuation that began last year.

Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit access of the following pages to individuals residing in states where we are currently registered. A broker/dealer, investment advisor, BD agent or IA rep may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's broker/dealer, investment adviser, or BD agent or IA rep requirements, as the case may be; and follow-up, individualized responses to consumers in a particular state by broker/dealer, investment adviser, BD agent or IA rep that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's broker/dealer,investment adviser, BD agent or IA rep requirements, or pursuant to an applicable state exemption or exclusion. Investments products and services available only to residents of : Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Georgia (GA), Illinois (IL), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), New Mexico (MN), North Carolina (NC), New Hampshire (NH), New Jersey (NJ), Nevada (NV), Ohio (OH), South Carolina (SC), South Dakota (SD), Virginia (VA), Wisconsin (WI) Fee-based advisory services are available only to residents of: Arizona (AZ), California (CA), Colorado (CO), Florida (FL), Idaho (ID), Illinois (IL), Michigan (MI), Minnesota (MN), Missouri (MO), Montana (MT), Nevada (NV), Ohio (OH), Wisconsin (WI)

Finalist in International Ethics Competition -
BBB International Torch Award.