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).
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Total Assets Under Management284MILLION
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Total Number of Accounts891ACCOUNTS
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Average Account Value$318,980
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
AZ, FL, IL, TX, WI
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. 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.
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. Vincent Tortorici 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.