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).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    864
    ACCOUNTS
  • Average Account Value
    $185,729
Compensation Options
  • 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
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.

AZ, FL, NE, WI

Financial Advisors at Financial Service Group Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Justus Morgan
CRD#: 4697511
4812 Northwestern Ave, Mount Pleasant, WI 53406
103
Wealthminder
score
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.
2
Michael P. Haubrich
CRD#: 1092140
4812 Northwestern Ave, Racine, WI 53406
96
Wealthminder
score

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.

3
Justin M. Moilanen
CRD#: 5073868
4812 Northwestern Avenue, Mount Pleasant, WI 53406
93
Wealthminder
score

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.

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