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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.
Team overview
Insights
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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