Financial Service Group Inc
Firm details
- Headquarters
- Caledonia, Wisconsin
- CRD number
- 107893
- Registered since
- August 3, 1992
- Website
- toyourwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- HNWI68.42%
- Individuals31.58%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Service Group Inc. is an independent registered investment adviser that has been SEC-registered since 1992 and is owned by an individual. The firm focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include hourly billing, fixed fees, and other non-traditional fee structures rather than a straight AUM-only model. The firm is not a multi-state adviser, not a pension consultant, and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Exchange Traded Equities16%
- Cash & Cash Equivalents6%
- Private Funds2%
- US Government Bonds1%
Owners & executives
1 of 1Terri D'alie
Chief Operating OfficerCRD 1943710
Contacts
3 of 4
Vincent Tortorici
Financial PlannerCRD 6371966
Wendy Peperkorn
Financial PlannerCRD 2512450
Michael Haubrich
FounderCRD 1092140
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Caledonia, WI
Racine
Location
Caledonia, WI
Headquartered in Caledonia, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Racine
- Address
- 4812 Northwestern Ave
- Time zone
- CT (UTC-6)
- Office locations
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