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Justus Baron Morgan

FINANCIAL SERVICE GROUP INC·MOUNT PLEASANT, Wisconsin
Clean recordFINANCIAL SERVICE GROUP INC
4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI 53406CRD# 4697511Firm CRD# 107893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Justus Baron Morgan · MOUNT PLEASANT, WI
Registration
CRD #4697511 · FINANCIAL SERVICE GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Justus Baron Morgan is a registered financial advisor based in MOUNT PLEASANT, Wisconsin, affiliated with FINANCIAL SERVICE GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
FINANCIAL SERVICE GROUP INC
FINANCIAL SERVICE GROUP INC
AUM
$284M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at FINANCIAL SERVICE GROUP INC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Hourly charges
Subscription fees
Other: PERCENTAGE OF NET WORTH & INCOME
Regulatory
SEC/IARD CRD# 4697511
Firm CRD# 107893
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justus Baron Morgan offer?
Justus Baron Morgan specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, Wisconsin for a consultation.
What are Justus Baron Morgan's credentials?
Justus Baron Morgan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justus Baron Morgan located?
Justus Baron Morgan is based in MOUNT PLEASANT, Wisconsin, working with FINANCIAL SERVICE GROUP INC. Their office serves clients in the MOUNT PLEASANT metropolitan area and surrounding communities.
How does Justus Baron Morgan charge for services?
Justus Baron Morgan's firm is compensated through hourly charges, subscription fees, other: percentage of net worth & income. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL SERVICE GROUP INC?
FINANCIAL SERVICE GROUP INC has approximately 9 employees and manages $284M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at FINANCIAL SERVICE GROUP INC

Justin Michael Moilanen
MOUNT PLEASANT, WI
Michael Phillip Haubrich
MOUNT PLEASANT, WI

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)BROOKFIELD (68)MEQUON (42)WAUSAU (30)MIDDLETON (29)NEENAH (25)
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Research
Advisor Fees in WisconsinNational Fee Analysis
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