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FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.

FINANCIAL SERVICES OF NORTHEAST WISCONSIN INC

CRD 105422 · SEC 801-26640

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$96.0M

Discretionary AUM

$96.0M

Team

1 total employees; 1 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-02-18

Disciplinary history

No

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Services

Financial planningSelection of other advisersINVESTMENT MONITORING AND REPORTING

Client types

TypeClientsAUM
Individuals67$65.0M
High net worth individuals25$31.0M

Official SEC filing: View on IAPD