Michael HaubrichCRD Number: 1092140
Current Firm: Financial Service Group Inc.
Michael Haubrich (CRD# 1092140) is an Investment Advisor Representative working at Financial Service Group Inc. in Racine, WI and has over 35 years of experience in the finance industry. Michael Haubrich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jordan Financial Life Planning
Financial Service Group Inc.
Fortress Planning Group
|Financial Service Group Inc.||Racine, WI||Sep 1979 - Current||38|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1983|
Total Assets Under Management209MILLIONS
Total Number of Accounts887ACCOUNTS
Average Account Value$235,720
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, NE, WI