Disciplined Financial Services, Inc.

Disciplined Financial Services, Inc. (CRD# 174947) is a financial advisory firm headquartered in Brookfield, WI. They manage $28,472,742 in 209 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $136,233
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Pension consulting services
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.

IL, TX, WI

Financial Advisors at Disciplined Financial Services, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Eugene P. Szaj
CRD#: 441666
19575 Janacek Court, Suite 105, Brookfield, WI 53045
83
Wealthminder
score

Eugene Szaj (CRD# 441666) is an Investment Advisor Representative working at Disciplined Financial Services, Inc. in Brookfield, WI and has over 36 years of experience in the finance industry.

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