Financial Service Group Inc
Financial Service Group Inc is an SEC-registered wealth manager in Mount Pleasant, WI with $215.0M assets under management (AUM, regulatory AUM), -34% over one year. See who owns Financial Service Group Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107893, SEC 801-41991, data through 2026-01-23.
- AUM (assets under management / regulatory AUM)
- $215.0M (2026-01-23)
- Firm type
- Wealth Manager
- Location
- Mount Pleasant, WI
- Employees
- 8
- Clients
- 192
- CRD
- 107893
- Ownership
- MORGAN, JUSTUS, BARON; HAUBRICH, MICHAEL, PHILLIP; MOILANEN, JUSTIN, MICHAEL; D'ALIE, TERRI, LYNN; LARSON, TERRI, LYNN
How much AUM does Financial Service Group Inc have?
Financial Service Group Inc reported $215.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-23).
Who owns Financial Service Group Inc?
Disclosed owners and executives of Financial Service Group Inc include MORGAN, JUSTUS, BARON, HAUBRICH, MICHAEL, PHILLIP, MOILANEN, JUSTIN, MICHAEL, D'ALIE, TERRI, LYNN, LARSON, TERRI, LYNN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.