Superior Financial Services,Inc.
Firm details
- Headquarters
- Jackson, Wisconsin
- CRD number
- 104165
- Registered since
- October 18, 2000
- Website
- yoursuperiorfinance.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 17Linda Grzesik
President and TreasurerCRD 1059273
William Soltesz
Registered RepresentativeCRD 2011769
James Skiba
Registered RepresentativeCRD 425732
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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