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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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).
Reported data analysis
What the numbers show
Between October 1, 2025 and January 23, 2026, reported AUM decreased 33.8%, from $324.7M to $215.0M.
Across 5 reported observations, AUM decreased 35.6% between June 7, 2022 and January 23, 2026, from $333.7M to $215.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 192 clients, or 64 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on September 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Financial Service Group INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
WENDY SUE PEPERKORN
--
- CRD
- #2512450
Showing 2 of 5 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
SMA allocation detail is available
Financial Service Group INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.