Review Services Inc.

Review Services Inc. (CRD# 110277) is a financial advisory firm headquartered in Brookfield, WI. They manage $114,704,511 in 880 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    115
    MILLION
  • Total Number of Accounts
    880
    ACCOUNTS
  • Average Account Value
    $130,346
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
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, IL, TX, WI

Financial Advisors at Review Services Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Patricia A. Kiefer
CRD#: 1382962
13255 W. Bluemound Rd., Suite 205, Brookfield , WI 53005
96
Wealthminder
score

Patricia Kiefer (CRD# 1382962) is an Investment Advisor Representative working at Review Services Inc. in Brookfield , WI and has over 31 years of experience in the finance industry. Patricia Kiefer 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.

2
Tim A. Konicke
CRD#: 1491417
13255 W. Bluemound Rd., Suite 205, Brookfield, WI 53005
96
Wealthminder
score

Tim Konicke (CRD# 1491417) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 30 years of experience in the finance industry. Tim Konicke 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
Carrie A. Ticali
CRD#: 4578157
13255 West Bluemound Road, Suite 205, Brookfield, WI 53005
96
Wealthminder
score

Carrie Ticali (CRD# 4578157) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 12 years of experience in the finance industry. Carrie Ticali 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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