Peshtigo, WI Office
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ESI Financial Advisors
Enterprise
Firm-wide stats for ESI Financial Advisors
About
Equity Services, Inc., doing business as ESI Financial Advisors, provides financial planning, consulting and asset management to individuals, corporations, trusts, estates, charitable organizations and employer retirement plans. The firm is dually registered as a broker‑dealer and an SEC‑registered investment adviser and makes advisory programs available through a network of investment adviser representatives.
EFA offers multiple advisory platforms and frequently uses third‑party asset managers and model portfolios (including Fidelity FIWA-based Illuminations, American Funds retirement solutions, AssetMark, Saratoga, Schwab Retirement Advisor Services, and SEI), combining predominantly long‑term strategies with the option for shorter‑term trading and specialized instruments. Many client programs require client authorization for trading or are managed on a non‑discretionary basis — as of 12/31/2025 the firm reported roughly $1.6 billion in non‑discretionary assets versus $1.1 billion in discretionary assets — while other programs grant discretionary authority to third‑party managers.
Compared with many large advisers, EFA’s broker‑dealer activities and affiliated insurance relationships create a meaningful commission and revenue‑sharing component to its business: the firm sells affiliated and unaffiliated mutual funds, annuities and other products, receives commissions and 12b‑1 fees, and receives payments from Strategic Partners and product sponsors. The firm also disclosed and settled an SEC matter in 2019 related to mutual fund share class selection, reflecting the operational overlap between its advisory and brokerage activities.
Based on ESI Financial Advisors
Expertise
Based on ESI Financial Advisors
Location
160 North Ellis Avenue
Peshtigo WI 54157
Advisors at this office
3
Advisors at this office
Tyler D
CFP®, ChFC®, Series 66
Peshtigo, WI
Equity Services, inc.
Tyler Degeneffe is a CFP® and ChFC® with 20 years of industry experience. He is affiliated with Equity Services, Inc. and has prior experience with National Life Group, Mass Mutual, and MetLife. He serves as a member of the finance committee for the Green Bay Area Catholic Education School System. Equity Services, Inc., operating as ESI Financial Advisors, offers financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm employs multiple advisory platforms and frequently utilizes third-party asset managers, combining long-term strategies with options for shorter-term trading and specialized instruments.
Edward D
Series 63, Series 65
Peshtigo, WI
Equity Services, inc.
Edward Degeneffe is a financial advisor at Equity Services, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including National Life Group, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and Metlife Securities. Degeneffe is involved in several business activities outside of advisory services, including co-ownership and CFO roles in insurance and Medicare-related businesses. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and integrates third-party asset managers and model portfolios, combining long-term investment strategies with options for shorter-term trading and specialized instruments.
Jennifer G
Series 66
Peshtigo, WI
Equity Services, inc.
Jennifer Grant is a financial advisor with Equity Services, Inc. (ESI Financial Advisors) and holds a Series 66 designation. She has 12 years of industry experience, including roles at Merrill Lynch, Pierce, Fenner & Smith Inc., and several firms owned or operated by herself. Grant serves as an alderman on the Green Bay City Council. Equity Services, Inc. provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms, combining long-term strategies with options for shorter-term trading and specialized instruments, and operates as both a broker-dealer and SEC-registered investment adviser.
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