Crg Financial Services, Inc.

Crg Financial Services, Inc. (CRD# 112957) is a financial advisory firm headquartered in Brookfield, WI. They manage $9,439,145 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $85,037
Compensation Options
  • A percentage of assets under your management
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Crg Financial Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Steven G. Sensiba
CRD#: 2124485
16800 W. Greenfield Ave., Suite 300, Brookfield, WI 53005
93
Wealthminder
score

Steven Sensiba (CRD# 2124485) is an Investment Advisor Representative working at Crg Financial Services, Inc. in Brookfield, WI and has over 26 years of experience in the finance industry.

2
Jacob G. Sensiba
CRD#: 6415218
16800 W.greenfield Ave., #300, Brookfield, WI 53005
88
Wealthminder
score

Jacob Sensiba (CRD# 6415218) is an Investment Advisor Representative working at Crg Financial Services, Inc. in Brookfield, WI and has over 2 years of experience in the finance industry.

3
Daniel F. Griffin
CRD#: 2231604
16800 W.greenfield Ave., #300, Brookfield, WI 53005
81
Wealthminder
score

Daniel Griffin (CRD# 2231604) is an Investment Advisor Representative working at Crg Financial Services, Inc. in Brookfield, WI and has over 25 years of experience in the finance industry.

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