# Financial Services of Northeast Wisconsin, Inc.

Financial Services of Northeast Wisconsin, Inc. is a RIA based in Hortonville, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Hortonville, United States
- **Region:** North America
- **Address:** Green Bay, WI, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 105422
- **SEC file number:** 801-26640
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105422

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## 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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- [Osterweis Capital Management](https://altss.com/profile/osterweis-capital-management)
- [Nutter Investment Advisors](https://altss.com/profile/nutter-investment-advisors)

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

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