FINANCIAL SERVICE GROUP INC
CRD #107893 SEC #801-41991 MOUNT PLEASANT, WI 262-554-4500
SEC Registered
Total AUM
$324.7M
Discretionary
$324.7M
Employees
9
Clients
251
Accounts
909
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $324.7M | $324.7M | $0 | 9 | 0 |
| Aug 2025 | $324.7M | $324.7M | $0 | 10 | 0 |
| Jan 2025 | $324.7M | $324.7M | $0 | 10 | 0 |
| Oct 2024 | $284.2M | $284.2M | $0 | 9 | 0 |
| Feb 2024 | $284.2M | $284.2M | $0 | 9 | 0 |
| Jun 2023 | $295.6M | $295.6M | $0 | 8 | 0 |
| Jan 2023 | $295.6M | $295.6M | $0 | 9 | 0 |
| Jun 2022 | $333.7M | $333.7M | $0 | 9 | 3 |
| Feb 2022 | $333.7M | $333.7M | $0 | 9 | 3 |
| Oct 2021 | $285M | $285M | $0 | 7 | 1 |
| Aug 2021 | $285M | $285M | $0 | 7 | 1 |
| Jan 2021 | $285M | $285M | $0 | 7 | 1 |
| May 2020 | $248.8M | $248.8M | $0 | 7 | 0 |
| Feb 2020 | $248.8M | $248.8M | $0 | 7 | 0 |
| Nov 2019 | $196.3M | $196.3M | $0 | 7 | 1 |
| Aug 2019 | $196.3M | $196.3M | $0 | 7 | 1 |
| Feb 2019 | $196.3M | $196.3M | $0 | 7 | 1 |
| Jan 2019 | $196.3M | $196.3M | $0 | 7 | 1 |
| Nov 2018 | $209.1M | $209.1M | $0 | 7 | 1 |
| Jan 2018 | $209.1M | $209.1M | $0 | 7 | 1 |
| Jun 2017 | $167.4M | $167.4M | $0 | 7 | 200 |
| Jan 2017 | $167.4M | $167.4M | $0 | 7 | 200 |
| Feb 2016 | $160.5M | $160.5M | $0 | 5 | 200 |
| Mar 2015 | $157.2M | $157.2M | $0 | 5 | 200 |
| Mar 2014 | $144.7M | $144.7M | $0 | 5 | 200 |
| Mar 2013 | $123.8M | $123.8M | $0 | 5 | 200 |
| Mar 2012 | $105.2M | $105.2M | $0 | 1 | 200 |
| Dec 2010 | $93.1M | $93.1M | $0 | 5 | -- |
| Mar 2008 | $146.3M | $146.3M | $0 | 5 | -- |
| Mar 2007 | $123.9M | $123.9M | $0 | 5 | -- |
| Feb 2007 | $123.9M | $123.9M | $0 | 5 | -- |
| Feb 2006 | $107.8M | $710.2K | $107.1M | 5 | -- |
| May 2002 | $51.6M | $0 | $51.6M | 5 | -- |
DateOct 2025
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees9
Clients0
DateAug 2025
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees10
Clients0
DateJan 2025
Total AUM$324.7M
Discretionary$324.7M
Non-Disc.$0
Employees10
Clients0
DateOct 2024
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$284.2M
Discretionary$284.2M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees9
Clients0
DateJun 2022
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees9
Clients3
DateFeb 2022
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees9
Clients3
DateOct 2021
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees7
Clients1
DateAug 2021
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees7
Clients1
DateJan 2021
Total AUM$285M
Discretionary$285M
Non-Disc.$0
Employees7
Clients1
DateMay 2020
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$248.8M
Discretionary$248.8M
Non-Disc.$0
Employees7
Clients0
DateNov 2019
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients1
DateAug 2019
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients1
DateFeb 2019
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients1
DateJan 2019
Total AUM$196.3M
Discretionary$196.3M
Non-Disc.$0
Employees7
Clients1
DateNov 2018
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees7
Clients1
DateJan 2018
Total AUM$209.1M
Discretionary$209.1M
Non-Disc.$0
Employees7
Clients1
DateJun 2017
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees7
Clients200
DateJan 2017
Total AUM$167.4M
Discretionary$167.4M
Non-Disc.$0
Employees7
Clients200
DateFeb 2016
Total AUM$160.5M
Discretionary$160.5M
Non-Disc.$0
Employees5
Clients200
DateMar 2015
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees5
Clients200
DateMar 2014
Total AUM$144.7M
Discretionary$144.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2013
Total AUM$123.8M
Discretionary$123.8M
Non-Disc.$0
Employees5
Clients200
DateMar 2012
Total AUM$105.2M
Discretionary$105.2M
Non-Disc.$0
Employees1
Clients200
DateDec 2010
Total AUM$93.1M
Discretionary$93.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$146.3M
Discretionary$146.3M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$123.9M
Discretionary$123.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2006
Total AUM$107.8M
Discretionary$710.2K
Non-Disc.$107.1M
Employees5
Clients--
DateMay 2002
Total AUM$51.6M
Discretionary$0
Non-Disc.$51.6M
Employees5
Clients--