Superior Financial Services,Inc.

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
Jackson, Wisconsin
CRD number
104165
Registered since
October 18, 2000

Firm profile

FINTRX

Overview

Superior Financial Services, Inc. is an incorporated advisory entity that registered with the SEC in 2000 and is privately owned by an individual. The firm's internal classification is listed as unclassified, and available records indicate it does not operate as a capital allocator. It is not identified as an active ESG investor. The snapshot also flags several negative/absent attributes: the adviser is not marked as a multi-state registered adviser, not newly formed, and there are no indications it serves as a pension consultant or as a related adviser. Beyond these registry-style fields, the firm has not disclosed routine operating details such as client segments, fee schedules, or specific advisory activities in the source data.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 17
  • Linda Grzesik

    President and TreasurerCRD 1059273

  • William Soltesz

    Registered RepresentativeCRD 2011769

  • James Skiba

    Registered RepresentativeCRD 425732

Unlock 14 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Jackson, WI

Washington

Location

Jackson, WI

Headquartered in Jackson, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.

Metro area
Milwaukee-Racine-Waukesha, WI
Region
Midwest
County
Washington
Address
N168 W21931 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth