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 organized as a corporation and appears in SEC records dating back to 2000. FINTRX classifies the firm as unclassified and notes an individual ownership structure. The database flags the firm as not being a capital allocator and not an active ESG investor. Several advisor-type flags are negative as well: it is not listed as a multi-state adviser, not newly formed, not a pension consultant, and not identified as a related adviser. FINTRX provides only limited descriptive detail about the firm’s business activities and advisory offerings.

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
  • LINDA GRZESIK

    President and TreasurerCRD 1059273

  • WILLIAM SOLTESZ

    Registered RepresentativeCRD 2011769

  • JAMES SKIBA

    Registered RepresentativeCRD 425732

Unlock 14 more contacts

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
N168W21931 Main St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth