# Review Services Review Services is a Bank / Wealth / Trust based in Brookfield, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Brookfield, United States - **Region:** North America - **Address:** 13255 W. Bluemound Road Suite 205, Brookfield, WI 53005, United States - **Founded:** 1987 - **Assets under management:** Undisclosed - **Website:** reviewservicesinc.com - **LinkedIn:** https://www.linkedin.com/company/review-services-inc ## Regulatory record - **CRD number:** 110277 - **SEC file number:** 801-39487 - **Registration status:** Registered - **Reports private funds:** No - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/110277 ## About Kiefer and Konicke founded Review Services in 1987 and have since shaped it as a fee-only registered investment advisor in Brookfield, Wisconsin. Neither broker-dealer affiliations nor proprietary product pressures enter the firm's advice model. The two partners, both CFP® professionals, combine more than 40 years of experience and maintain an explicit fiduciary standard, a structural commitment that legally obligates them to put client interests ahead of their own. The firm's investment philosophy rests on a sequenced process: financial planning informs portfolio construction, not the reverse. Review Services monitors and reports on the entire household balance sheet, not just the assets it directly manages. To close capability gaps, it maintains referral relationships with a vetted circle of local CPAs, estate-planning attorneys, and long-term-care specialists, giving clients a coordinated advisory wrapper without in-housing every discipline. Review Services operates from a single office at 13255 W. Bluemound Road and has not disclosed staff size or AUM. The firm sits in an intensely competitive greater Milwaukee wealth-management market yet has survived multiple market cycles without merging or selling. That longevity is unusual: most small RIAs either scale through acquisition or lose pricing power to roll-up platforms. The firm's contact page uses toll-free and local numbers, and its directions reference a single-location office park, consistent with a deliberately compact footprint. What distinguishes Review Services is its pure-fiduciary, fee-only posture sustained across nearly forty years without institutional capital, outside shareholders, or a multi-family-office pivot. This architecture aligns incentives straightforwardly — the firm earns no commissions, referral fees, or product-maker payments — a structure that grows rarer as the independent wealth channel consolidates. ## Sectors - Financial Services ## People - Patricia A. Kiefer — Partner - Tim A. Konicke — Partner ## Questions ### Who runs investment decisions at Review Services? The two partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, jointly lead the firm and make investment decisions. Both have been with Review Services since its founding in 1987 and together bring more than 40 years of experience to the firm's investment and planning processes. ### Is Review Services a fiduciary? Yes. The firm's website states that as fiduciary advisors, they are legally obligated to act honestly and responsibly and to put client needs ahead of their own. Review Services contrasts this with brokers and agents, who are not held to the same fiduciary standard. ### How does Review Services charge for its services? Review Services operates on a fee-only basis. This means its compensation comes directly from clients for advisory services and not from commissions on product sales, referral fees, or third-party payments, which the firm describes as a mechanism to keep advice unbiased. ### What external specialists does Review Services coordinate with? Review Services maintains referral relationships with qualified CPAs, estate-planning attorneys, and long-term-care specialists in the Milwaukee area. These third-party providers are selected based on service and experience, and the firm makes recommendations based on a client's specific needs. ## Related profiles - [RevFund](https://altss.com/profile/revfund) - [Revisor Wealth Management](https://altss.com/profile/revisor-wealth-management) --- Last updated: 2026-08-11T02:43:31.692Z Canonical page: https://altss.com/profile/review-services Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology