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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 1, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| D'ALIE, TERRI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| D'ALIE, TERRI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| D'ALIE, TERRI, LYNN | I | CHIEF COMPLIANCE OFFICER | NA | |
| LARSON, TERRI, LYNN | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | NA | |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | CHIEF COMPLIANCE OFFICER & PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER AND PRESIDENT | E | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | PRESIDENT | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| HAUBRICH, MICHAEL, PHILLIP | I | FOUNDER | D | Control |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT | C | Control |
| MORGAN, JUSTUS, BARON | I | PRESIDENT | C | Control |
| MOILANEN, JUSTIN, MICHAEL | I | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS | B | |
| MOILANEN, JUSTIN, MICHAEL | I | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS | B | |
| MOILANEN, JUSTIN, MICHAEL | I | VICE PRESIDENT | B | Control |
| MOILANEN, JUSTIN, MICHAEL | I | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS | B | |
| MOILANEN, JUSTIN, MICHAEL | I | VICE PRESIDENT | B | Control |
| MOILANEN, JUSTIN, MICHAEL | I | VICE PRESIDENT | B | Control |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | |
| MOILANEN, JUSTIN, MICHAEL | I | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS | A | |
| MOILANEN, JUSTIN, MICHAEL | I | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS | A | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | A | |
| MORGAN, JUSTUS, BARON | I | VICE PRESIDENT | A |
Registrations
Federal
IA
Oct 1, 2025 REGISTERED
Notice Filings (8)
AZ FL IL MI NC NE TX WI
Address
4812 NORTHWESTERN AVENUEMOUNT PLEASANT, WI 53406
United States
Phone: 262-554-4500