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 independently owned registered investment adviser that has been SEC-registered since 1992. The firm serves individuals and families, plus small-business owners, focusing on financial planning and portfolio management rather than institutional pension consulting or multi-state advisory networks. Its billing model includes hourly and fixed fees alongside other fee arrangements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 3
Thomas Kiernan
Financial PlannerCRD 6745121
Michael Haubrich
FounderCRD 1092140
Vincent Tortorici
Financial PlannerCRD 6371966
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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