Review Services Inc.

Review Services Inc. (CRD# 110277) is a financial advisory firm headquartered in Brookfield, WI. They manage $159,319,424 in 794 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
13255 West Bluemound Road, Suite 205, Brookfield, WI 53005
http://www.reviewservicesinc.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    794
    ACCOUNTS
  • Average Account Value
    $200,654
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX, WI

Financial Advisors at Review Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Patricia Kiefer, financial advisor Brookfield WI
Patricia A. Kiefer
CRD#: 1382962
13255 W. Bluemound Rd., Suite 205, Brookfield , WI 53005

Patricia Kiefer (CRD# 1382962) is an Investment Advisor Representative working at Review Services Inc. in Brookfield , WI and has over 38 years of experience in the finance industry.

2
Tim Konicke, financial advisor Brookfield WI
Tim A. Konicke
CRD#: 1491417
13255 W. Bluemound Rd., Suite 205, Brookfield, WI 53005

Tim Konicke (CRD# 1491417) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 37 years of experience in the finance industry.

3
Carrie Ticali, financial advisor Brookfield WI
Carrie A. Ticali
CRD#: 4578157
13255 West Bluemound Road, Suite 205, Brookfield, WI 53005

Carrie Ticali (CRD# 4578157) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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