A complete list of active advisors currently associated with Financial Service Group Inc

Warmer can help you find a great advisor at Financial Service Group Inc or one who fits your needs even better.

Financial Service Group, Inc. is a fee-only registered investment adviser that provides investment supervision and comprehensive financial planning to individuals, trusts, estates, retirement plans and other entities. The firm’s services include ongoing portfolio management, tax services (including optional tax return preparation), and elder-life planning support for late-life and end-of-life preparation. FSG’s investment process blends fundamental analysis with a tactical asset-allocation framework implemented largely through passive/indexed portfolios and selected mutual funds (including Dimensional Funds); the brochure also discloses the firm may execute long- and short-term purchases, short selling and margin transactions where appropriate. Client relationships include regular reviews—at least annually for planning and at least quarterly reporting for managed accounts—with custodial statements and a client portal for on-demand access. The firm’s fee model is notable among peers because it does not rely on a straightforward percentage-of-assets-under-management approach, instead using a formula tied to clients’ net worth and income rather than an AUM percentage. Other distinguishing features disclosed in the brochure include in-house elder-life planning led by a CFP/Certified Senior Advisor–credentialed professional, availability of tax-preparation services, a charity referral program, and the firm’s use of client testimonials in its advertising.

To learn more about the advisors currently working at Financial Service Group Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Michael Haubrich	Racine, WI	28
Thomas Kiernan	Mount Pleasant, WI	9
Wendy Peperkorn	Mount Pleasant, WI	26
Vincent Tortorici	Mount Pleasant, WI	11

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