Advisor at Financial Service Group Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Service Group Inc
Location
Racine, WI 53406
Credentials
CFP®, Series 63
Industry experience
28 years
Based on Financial Service Group Inc
Based on Financial Service Group Inc
Elder Life Planning Service Fees billed at $250 per hour or $2,000 per day
Minimum fee: Minimum annual fee of $6,000 for Relationship Fee services; minimum monthly fee of $200 for Foundations Program Fee-only: Fee-only basis; no commissions charged by FSG
4812 Northwestern Ave
Racine, WI 53406
Arizona · Wisconsin
Financial Service Group Inc
1979 - Present (47 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Racine, WI
Financial Justus
Series 65
Kenosha, WI
Life's Sanctuary Financial Planning, LLC
CFP®, ChFC®, Series 63, Series 66
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Jordan Financial Life Planning
CFP®, Series 66
Mount Pleasant, WI
Financial Service Group Inc
CFP®, Series 65
Oak Creek, WI
A to Z Financial Planning LLC
Series 63
Kenosha, WI
Prophet Wealth Management
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