Brett Engelking Email & Phone Number
Director @ Ellenbecker Investment Group
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Brett Engelking Location
- Hartland, WI, US
Brett Engelking Work
- Director @ (February 2026 - Present)
- Director @ (September 2021 - Present)
- Board Treasurer @ (February 2020 - Present)
- Chief Financial Officer @ (September 2021 - February 2026)
- Chief Compliance Officer @ (June 2018 - September 2021)
- Director of Business Operations @ (June 2015 - September 2021)
- Trading and Trade Operations Shared Services Manager @ (March 2013 - June 2015)
- Director of Cashiering and Treasury Management @ (December 2009 - March 2013)
- Senior Vice President @ (January 2009 - March 2013)
- Vice President @ (January 1991 - January 2005)
Brett Engelking Education
- Wharton Executive Education
SII Executive Development Program
2011-2013 - Lubar College of Business
MBA (Finance)
1991-1994 - University of Wisconsin-Madison
B.S. (Economics)
1987-1991 - Brookfield East High School 1984-1987
Brett Engelking Skills
- Series 7
- Series 63
- Series 24
- Series 66
- series 27
- FINRA
- Securities
- Uniform Combined State Law
- Financial Modeling
- Asset Allocation
- Portfolio Management
- Business Process Improvement
- Alternative Investments
- Mutual Funds
- Equities
- Wealth Management
- Investment Advisory
- Cash Management
- Bloomberg
- Financial Services
- Fixed Income
- Customer Service
- Project Management
- Microsoft Excel
- Business Analysis
- Marketing
- Strategy
- Training
- Trading
Brett Engelking Summary
- Brett Engelking, based in Hartland, WI, US, is currently a Director at Ellenbecker Investment Group. Brett Engelking brings experience from previous roles at Ellenbecker Investment Group, Humane Animal Welfare Society - HAWS of Waukesha and Anthros. Brett Engelking holds a 2011 - 2013 SII Executive Development Program @ Wharton Executive Education. With a robust skill set that includes Series 7, Series 63, Series 24, Series 66, series 27 and more. Brett Engelking has 2 emails and 1 mobile phone numbers on RocketReach.
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