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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-15-1991
- Office Locations
- 1
Office Locations
About Review Services INC
Review Services, Inc. is an independent, fee-only financial planning and investment management firm serving clients in the Greater Milwaukee area. The team builds diversified, goal-based portfolios tailored to risk, cash flow and tax considerations, and monitors a client’s entire portfolio—not just assets they manage. They coordinate with outside CPAs, attorneys and long-term care specialists as needed, and custody with Charles Schwab.
Reported data analysis
What the numbers show
Between May 6, 2025 and April 24, 2026, reported AUM increased 20.2%, from $189.2M to $227.4M.
Across 5 reported observations, AUM increased 32.1% between May 26, 2022 and April 24, 2026, from $172.1M to $227.4M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 3 advisory representatives and 173 clients, or 57.7 clients per representative. That equates to $1.3M in reported AUM per client.
The profile lists 1 reported office location and 35 years in operation. The source data was last updated on April 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Review Services INC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICIA ANNE KIEFER
Partner, Secretary, TREASURER, VICE PRESIDENT
- CRD
- #1382962
- Ownership
- 50% but less than 75%
TIM ALLEN KONICKE
Chief Compliance Officer, Partner, President
- CRD
- #1491417
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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CARRIE ANN TICALI
Financial Planner
- CRD
- #4578157
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $227,354,914 | $296,035 |
| Total | $227,354,914 | $296,035 |
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Separately Managed Accounts
SMA allocation detail is available
Review Services INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.