Financial Service Group Inc
Firm details
- Headquarters
- Caledonia, Wisconsin
- CRD number
- 107893
- Registered since
- August 3, 1992
- Website
- toyourwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.42%
- Individuals31.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Service Group Inc. is an independent RIA organized as a corporation that focuses on individual and family clients. The firm is registered with the SEC (registered in 1992) and provides financial planning and portfolio management services for individuals and small businesses. Ownership is listed as individual, and the firm does not act as a capital allocator. Its fee mix includes hourly charges, fixed fees and other fee arrangements. The firm is not identified as an active ESG investor and is not designated as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1Terri D'alie
Chief Operating OfficerCRD 1943710
Contacts
3 of 4
Vincent Tortorici
Financial PlannerCRD 6371966
Wendy Peperkorn
Financial PlannerCRD 2512450
Michael Haubrich
FounderCRD 1092140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Caledonia, WI
Racine
Location
Caledonia, WI
Headquartered in Caledonia, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Racine
- Address
- 4812 Northwestern Ave
- Time zone
- CT (UTC-6)
- Office locations
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