Justus Morgan
CRD Number: 4697511Current Firm: Financial Service Group Inc.
Compensation Model: Fee Only
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Financial Service Group, Inc. | Racine, WI | Apr 2003 - Current | 20 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2003 |
- WI
-
Total Assets Under Management284MILLIONS
-
Total Number of Accounts891ACCOUNTS
-
Average Account Value$318,980
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, FL, IL, TX, WI
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