Financial Service Group Inc
● SEC registered since 1992CRD 107893SEC# 801-41991Mount Pleasant, WI
Reg. AUM
$215M
Employees
8
Accounts
645
Location
Mount Pleasant, WI
Financial Service Group Inc assets under management
Financial Service Group Inc is an investment advisory firm registered with the SEC based in Mount Pleasant, WI. The firm has been registered since 1992. It reports $215 million in regulatory assets under management and employs 8 people.
Financial Service Group Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael Phillip Haubrich Control | Founder And President | Over 75% | 2022 |
| Terri Lynn D'Alie | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Financial Service Group Inc manage?
Financial Service Group Inc reports $215 million in regulatory assets under management on its Form ADV.
How many employees does Financial Service Group Inc have?
Financial Service Group Inc reports 8 employees.
Where is Financial Service Group Inc located?
Financial Service Group Inc is based in Mount Pleasant, WI and has been SEC-registered since 1992.
Does Financial Service Group Inc disclose fund performance?
Financial Service Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4812 Northwestern Avenue, Mount Pleasant, WI 53406 |
| Phone | 262-554-4500 |
| Fax | 262-554-1907 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$215M▼ 34%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$215Mregulatory AUM
Discretionary $215M