# Disciplined Financial Services, Inc.

Disciplined Financial Services, Inc. is a RIA based in Brookfield, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Brookfield, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** disciplinedfinancialservices.com

## Regulatory record

- **CRD number:** 174947
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174947

## About

DISCIPLINED FINANCIAL SERVICES, INC. is a state-registered investment adviser in BROOKFIELD, WI. The firm manages approximately $11 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Disciplined Financial Services?

The firm does not publicly name its investment team or principals. Without a disclosed leadership structure, it is unclear who makes final investment decisions.

### Does Disciplined Financial Services participate in fund commitments or only direct deals?

The firm does not disclose participation in fund commitments or direct deals. Its public materials focus on financial planning and advisory.

### Which sectors does Disciplined Financial Services explicitly avoid?

The firm does not publish any exclusionary sector policies in public materials.

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Last updated: 2026-06-03T20:00:00.000Z

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