Financial Services of Northeast Wisconsin, Inc.

Overview

Financial Services of Northeast Wisconsin, Inc. is a Wisconsin-based, corporation-structured independent registered investment adviser that operates with an individual owner. The firm focuses on serving individual and family clients and positions itself as a capital allocator that sources outside managers and funds for client portfolios. Core advisory services listed include comprehensive financial planning and selection of third‑party advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm maintains an affiliation with an insurance company and does not identify as an active ESG investor or a multi-state adviser.

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