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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-03-1992
- Office Locations
- 1
Office Locations
About Financial Service Group INC
Financial Service Group Inc is a fee-only fiduciary RIA with CERTIFIED FINANCIAL PLANNER™ professionals focused on retirement and comprehensive financial planning. Based in Southeast Wisconsin (Racine/Kenosha) with 40+ years of local relationships, the firm also serves clients nationwide using technology. Portfolios are built primarily with public funds, including mutual funds and ETFs (Schwab custodied).
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL PHILLIP HAUBRICH
FOUNDER, President, Senior Advisor
- CRD
- #1092140
- Ownership
- 75% or more
TERRI LYNN D'ALIE
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Thomas Joseph Kiernan
Associate Financial Planner
- CRD
- #6745121
VINCENT A TORTORICI
Lead Advisor
- CRD
- #6371966
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,995,359 | $333,326 |
| Non-Discretionary | $0 | -- |
| Total | $214,995,359 | $333,326 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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