Financial Services Of Northeast Wisconsin, Inc.

Financial Services Of Northeast Wisconsin, Inc. (CRD# 105422) is a financial advisory firm headquartered in Hortonville, WI. They manage $49,000,000 in 101 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • 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.


Financial Advisors at Financial Services Of Northeast Wisconsin, Inc.
Showing 1 - 1 of 1 top financial advisors.
Robert E. Matzke
CRD#: 1037642
Hortonville, WI

Robert Matzke (CRD# 1037642) is an Investment Advisor Representative working at Financial Services Of Northeast Wisconsin, Inc. in Hortonville, WI and has over 34 years of experience in the finance industry. Robert Matzke 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.

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