FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.
Firm details
- Headquarters
- ,
- CRD number
- 105422
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals67.71%
- HNWI32.29%
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Services Of Northeast Wisconsin, Inc. is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and acts as a capital allocator by selecting third‑party advisers and managers on behalf of clients. Its client billing includes percentage‑of‑AUM arrangements alongside hourly and fixed fees. The adviser is not positioned as a multi‑state or pension consultant, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities15%
- US Government Bonds15%
Contacts
1 of 1ROBERT MATZKE
Owner, PresidentCRD 1037642
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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