CATHOLIC FINANCIAL SERVICES CORPORATION
Legal name: CATHOLIC FINANCIAL SERVICES CORP
CRD #37185 SEC #801-56187 MILWAUKEE, WI 414-278-6550
SEC Registered Broker-Dealer
Total AUM
$62.6M
Discretionary
$62.6M
Employees
5
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 8, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BANOUB, ALLEN ADEL | I | DIRECTOR | NA | Control |
| BAUMAN, JEFFREY JOHN | I | VICE PRESIDENT | NA | |
| BUELOW, MICHAEL JOHN | I | DIRECTOR | NA | Control |
| BUELOW, MICHAEL JOHN | I | DIRECTOR | NA | Control |
| BUELOW, MICHAEL JOHN | I | DIRECTOR | NA | Control |
| CIESLA, ROBERT (NONE) | I | DIRECTOR | NA | Control |
| CIESLA, ROBERT (NONE) | I | DIRECTOR | NA | Control |
| FORBORD, MARK KENNETH | I | CONTROLLER | NA | |
| FORBORD, MARK KENNETH | I | CONTROLLER | NA | |
| FORBORD, MARK KENNETH | I | CONTROLLER | NA | Control |
| FORBORD, MARK KENNETH | I | CONTROLLER | NA | Control |
| FORBORD, MARK KENNETH | I | CONTROLLER | NA | Control |
| HESSE, DAVID JAMES | I | VICE PRESIDENT | NA | |
| HESSE, DAVID JAMES | I | VICE PRESIDENT | NA | |
| HUBER, DAVID EDWARD | I | DIRECTOR | NA | Control |
| HUBER, DAVID EDWARD | I | DIRECTOR | NA | Control |
| HUBER, DAVID EDWARD | I | DIRECTOR | NA | Control |
| KAFKA, RUSSELL JOHN | I | DIRECTOR, VICE PRESIDENT | NA | Control |
| KAFKA, RUSSELL JOHN | I | DIRECTOR, VICE PRESIDENT | NA | Control |
| KAFKA, RUSSELL JOHN | I | DIRECTOR, VICE PRESIDENT | NA | Control |
| KAFKA, RUSSELL JOHN | I | DIRECTOR, VICE PRESIDENT | NA | Control |
| KENAWELL, JOHN FRANKLIN | I | DIRECTOR | NA | Control |
| KENAWELL, JOHN FRANKLIN | I | DIRECTOR | NA | Control |
| KENAWELL, JOHN FRANKLIN | I | DIRECTOR | NA | Control |
| KENAWELL, JOHN FRANKLIN | I | DIRECTOR | NA | Control |
| KENAWELL, JOHN FRANKLIN | I | DIRECTOR | NA | Control |
| KOTH, JOHN MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| KOTH, JOHN MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | |
| LORGE, ALLAN GORDON | I | DIRECTOR, PRESIDENT, TREASURER, CHIEF COMPLIANCE OFFICER | NA | Control |
| LORGE, ALLAN GORDON | I | DIRECTOR, PRESIDENT, TREASURER | NA | Control |
| LORGE, ALLAN GORDON | I | DIRECTOR, PRESIDENT, TREASURER | NA | Control |
| LORGE, ALLAN GORDON | I | DIRECTOR, PRESIDENT, TREASURER | NA | Control |
| LORGE, ALLAN GORDON | I | DIRECTOR, PRESIDENT, TREASURER | NA | Control |
| STEININGER, DANIEL JOSEPH | I | CHAIRMAN, DIRECTOR | NA | Control |
| STEININGER, DANIEL JOSEPH | I | CHAIRMAN, DIRECTOR | NA | Control |
| STIVORIC, MICHAEL | I | DIRECTOR | NA | Control |
| STIVORIC, MICHAEL | I | DIRECTOR | NA | Control |
| STRASBURG, DANIEL HERBERT | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| STRASBURG, DANIEL HERBERT | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| STRASBURG, DANIEL HERBERT | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| STRASBURG, DANIEL HERBERT | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| STRASBURG, DANIEL HERBERT | I | VICE PRESIDENT, DIRECTOR | NA | Control |
| TEMPLE, GREGORY ALLEN | I | DIRECTOR | NA | Control |
| TEMPLE, GREGORY ALLEN | I | DIRECTOR | NA | Control |
| TEMPLE, GREGORY ALLEN | I | DIRECTOR | NA | Control |
| TEMPLE, GREGORY ALLEN | I | DIRECTOR | NA | Control |
| TEMPLE, GREGORY ALLEN | I | DIRECTOR | NA | Control |
| ZIMMER, THEODORE FRANCIS | I | VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| ZIMMER, THEODORE FRANCIS | I | VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| ZIMMER, THEODORE FRANCIS | I | VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| ZIMMER, THEODORE FRANCIS | I | VICE PRESIDENT, SECRETARY, DIRECTOR | NA | Control |
| CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | DE | SHAREHOLDER | E | Control |
| CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | DE | SHAREHOLDER | E | Control |
| CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | DE | SHAREHOLDER | E | Control |
| CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | DE | SHAREHOLDER | E | Control |
| CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | DE | SHAREHOLDER | E | Control |
| CATHOLIC ORDER OF FORESTERS | DE | SHAREHOLDER | B | |
| CATHOLIC ORDER OF FORESTERS | DE | SHAREHOLDER | B | |
| CATHOLIC ORDER OF FORESTERS | DE | SHAREHOLDER | B | |
| CATHOLIC ORDER OF FORESTERS | DE | SHAREHOLDER | B | |
| CATHOLIC ORDER OF FORESTERS | DE | SHAREHOLDER | B |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CATHOLIC KNIGHTS | DE | CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | E | Control |
| CATHOLIC KNIGHTS | DE | CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | E | Control |
| CATHOLIC KNIGHTS | DE | CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | E | Control |
| CATHOLIC KNIGHTS | DE | CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | E | Control |
| CATHOLIC KNIGHTS | DE | CATHOLIC KNIGHTS FINANCIAL SERVICES, INC. | E | Control |
Registrations
Federal
IA
Feb 8, 2007 REGISTERED
Notice Filings (1)
WI
Address
1100 WEST WELLS STREETMILWAUKEE, WI 53233
USA
Phone: 414-278-6550