Financial Service Group Inc.
Financial Service Group Inc. (CRD# 107893) is a financial advisory firm headquartered in Mount Pleasant, WI. They manage $284,211,519 in 891 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Financial Service Group Inc.
By the Numbers
-
Total Assets Under Management284MILLION
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Total Number of Accounts891ACCOUNTS
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Average Account Value$318,980
Compensation Options
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, FL, IL, TX, WI
Financial Advisors at Financial Service Group Inc.
1
Michael Haubrich (CRD# 1092140) is an Investment Advisor Representative working at Financial Service Group Inc. in Racine, WI and has over 41 years of experience in the finance industry.
2
Justus Morgan (CRD# 4697511) is an Investment Advisor Representative working at Financial Service Group Inc. in Racine, WI and has over 12 years of experience in the finance industry. Justus Morgan 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 putclients' interests first and comply with the Financial Planning Practice Standards.
3
Vincent Tortorici (CRD# 6371966) is an Investment Advisor Representative working at Financial Service Group Inc. in Mount Pleasant, WI and has over 9 years of experience in the finance industry.
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