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 advisory entity that has been SEC-registered since 2000. The firm is listed as individually owned and is classified in FINTRX as "Unclassified." The snapshot data indicates the firm does not identify as a capital allocator, is not active on ESG investing, and is not characterized as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The firm did not provide descriptive detail about its business lines, advisory activities, client segments, or fee structure in the submitted dataset. Because those elements are not disclosed, there is limited visibility into its target clients, service model, or investment approach from the available record.

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
  • Derek Nowatzki

    Registered Investment AdviserCRD 4504893

  • Gary Palmer

    Registered RepresentativeCRD 355588

  • John Maresh

    PartnerCRD 1032577

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth