Superior Financial Services,Inc.

Broker-DealerFINRA Member
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 organized as a corporation and is owned by an individual. In the data record the firm is labeled "Unclassified" and it does not identify itself as a capital allocator. The firm is not marked as an active ESG investor and is not designated as a multi-state adviser in the available record. Business activities, advisory services, and client base details were not provided in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 17
  • Derek Nowatzki

    Derek Nowatzki

    Registered Investment AdviserCRD 4504893

  • Gary Palmer

    Registered RepresentativeCRD 355588

  • John Maresh

    PartnerCRD 1032577

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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