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).
Total Assets Under Management28MILLION
Total Number of Accounts209ACCOUNTS
Average Account Value$136,233
- A percentage of assets under your management
- Hourly charges
- 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
IL, TX, WI
Eugene Szaj (CRD# 441666) is an Investment Advisor Representative working at Disciplined Financial Services, Inc. in Brookfield, WI and has over 37 years of experience in the finance industry.