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FINANCIAL SERVICE GROUP INC
CRD 107893 · SEC 801-41991
4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI, 53406, United States
Phone
262-554-4500
Fax
262-554-1907
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$215.0M
Discretionary AUM
$215.0M
Team
8 total employees; 3 advisory reps
Clients
101-250
Fees
Hourly charges; Fixed fees; PERCENTAGE OF NET WORTH & INCOME
Org form
Corporation
Filing date
2026-01-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX PLANNING & PREPARATOIN
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $67.9M |
| High net worth individuals | 74 | $147.1M |
States served
AZ, IL, NC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD