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 a corporation that has been SEC-registered since 2000. The regulatory snapshot classifies ownership as individual and lists the firm as "unclassified" for its advisory classification. The profile does not identify the firm as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. Public-facing details about the firm's advisory activities, client segments, fee models, and specific business lines are not included in the available snapshot, so the firm’s positioning and service mix cannot be described from this record alone.

Assets & Accounts

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

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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