Michael Haubrich, financial advisor Racine WI
96 score

Michael Haubrich

CRD 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 34 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.

Similar Advisors
David Jordan, financial advisor Racine WI
David P. Jordan
CRD# 2348335
Jordan Financial Life Planning
Score
103
Similar Advisors
Justus Morgan, financial advisor Racine WI
Justus Morgan
CRD# 4697511
Financial Service Group Inc.
Score
103
Similar Advisors
Scott Wellens, financial advisor Racine WI
Scott W. Wellens
CRD# 5923727
Fortress Planning Group
Score
103
Professional Designations
Company Name Location Dates Years
Financial Service Group Inc. Racine, WI Sep 1979 - Current 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1983
Contact Info for Michael P. Haubrich
Phone Number: 262-554-4500
Registered State(s):
  • AZ
  • WI
By the Numbers
  • Total Assets Under Management
    160
    MILLIONS
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $185,729
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

AZ, FL, NE, WI

Ready to hire a financial advisor? Get competitive proposals from Michael Haubrich and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.

Disclosure

Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.