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FINANCIAL SERVICE GROUP INC

MOUNT PLEASANT, WI · CRD 107893 · IAPD ↗ · 262-554-4500

$215.0MRegulatory AUM
3Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
February 2026 — FINANCIAL SERVICE GROUP INC reported RAUM down 34% ($324.7M -> $215.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
November 2024 — FINANCIAL SERVICE GROUP INC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.