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Financial Services of Northeast Wisconsin, Inc.
FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC. is an SEC-registered investment adviser in HORTONVILLE, WI. The firm manages approximately $96 million in...
Overview
FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC. is an SEC-registered investment adviser in HORTONVILLE, WI. The firm manages approximately $96 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Hortonville
Corporate office
Green Bay, WI, United States
Sector focus
Frequently asked questions
How does Financial Services of Northeast Wisconsin, Inc. charge clients?
The firm operates as a fee-only RIA, meaning it charges clients based on a percentage of assets under management or a flat planning fee. It does not receive commissions from product sales, which reduces potential conflicts of interest.
Does Financial Services of Northeast Wisconsin, Inc. offer only wealth management?
The firm provides financial planning, retirement planning, investment management, and estate planning. It serves both individuals and institutions, with a focus on Northeast Wisconsin clients.
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