Disciplined Financial Services, Inc.
Disciplined Financial Services, Inc. (CRD# 174947) is a financial advisory firm headquartered in Brookfield, WI. They manage $15,231,905 in 65 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Disciplined Financial Services, Inc.
By the Numbers
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Total Assets Under Management15MILLION
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Total Number of Accounts65ACCOUNTS
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Average Account Value$234,337
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL, WI
Financial Advisors at Disciplined Financial Services, Inc.
1
Eugene Szaj (CRD# 441666) is an Investment Advisor Representative working at Disciplined Financial Services, Inc. in New Berlin, WI and has over 43 years of experience in the finance industry.
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