| Name | Title | Ownership | Since |
|---|---|---|---|
| Justus Baron Morgan Control | President | 25-50% | 2004 |
| Michael Phillip Haubrich Control | Founder | 50-75% | 2022 |
| Terri Lynn D'Alie | Chief Compliance Officer | Under 5% | 2025 |
Financial Service Group Inc reports $324.7 million in regulatory assets under management on its Form ADV.
Financial Service Group Inc reports 10 employees.
Financial Service Group Inc is based in Mount Pleasant, WI and has been SEC-registered since 1992.
Financial Service Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $324.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $324.7M |