Financial Service Group Inc.
Financial Service Group Inc. (CRD# 107893) is a financial advisory firm headquartered in Mount Pleasant, WI. They manage $160,470,186 in 864 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management160MILLION
Total Number of Accounts864ACCOUNTS
Average Account Value$185,729
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, FL, NE, WI
Michael Haubrich (CRD# 1092140) is an Investment Advisor Representative working at Financial Service Group Inc. in Racine, WI and has over 34 years of experience in the finance industry. Michael Haubrich 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 put clients' interests first and comply with the Financial Planning Practice Standards.
Justin Moilanen (CRD# 5073868) 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.