Superior Financial Services,Inc.
Firm details
- Headquarters
- Jackson, Wisconsin
- CRD number
- 104165
- Registered since
- October 18, 2000
- Website
- yoursuperiorfinance.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 17Linda Grzesik
President and TreasurerCRD 1059273
William Soltesz
Registered RepresentativeCRD 2011769
James Skiba
Registered RepresentativeCRD 425732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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