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
Mount Pleasant, WI 53406
Credentials
CFP®, Series 63, Series 65
Industry experience
9 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 Avenue
Mount Pleasant, WI 53406
Wisconsin
Financial Services Group
2024 - Present (2 years)
Prudential Financial Planning Services
2023 - 2024 (1 year)
Pruco Securities, LLC.
2022 - 2024 (2 years)
Prudential Insurance Company of America
2022 - 2024 (2 years)
Allstate Insurance Co
2019 - 2022 (3 years)
Northwestern Mutual Wealth Management Company
2018 - 2019 (1 year)
Northwestern Mutual Investment Services LLC
2017 - 2019 (2 years)
Northwestern Mutual Life Insurance Company
2017 - 2019 (2 years)
Unemployed
2013 - 2017 (4 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
Kenosha, WI
Jordan Financial Life Planning
CFP®, Series 63
Racine, WI
Financial Service Group Inc
CFP®, Series 66
Mount Pleasant, WI
Financial Service Group Inc
CFP®, Series 65
Oak Creek, WI
A to Z Financial Planning LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")