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FINANCIAL SERVICE GROUP INC
CRD 107893File 801-41991
APPROVED
Retail clients
Filing as of Jan 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$215.0M
Below cohort median (national)
Discretionary AUM
$215.0M
Clients
192
645 accounts
Employees
8
Below cohort median in WI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 3, 1992
- Principal office
- 4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI, 53406
- Phone
- 262-554-4500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $215.0M
- Discretionary AUM
- $215.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 645
- Non-discretionary accounts
- 0
- Total accounts
- 645
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $147.1M |
| Individuals (other than high net worth individuals) | 118 | $67.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH & INCOME
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.