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 corporate-structured registered investment adviser that has been SEC-registered since 2000. Public records classify the firm as "unclassified" and indicate an individual owner. The firm does not identify itself as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state or newly formed adviser. Filings also show it is not designated as a pension consultant or a related adviser. Several standard disclosure fields — including business activities, advisory services, fee structure, and client types — are blank in the source material, limiting visibility into how the firm positions its services or sources revenue.

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

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

Similar firms