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Michael Phillip Haubrich

FINANCIAL SERVICE GROUP INC·MOUNT PLEASANT, Wisconsin
Series 6, Series 7, Series 22, Series 24, Series 28, Series 63Clean record28 years registeredFINANCIAL SERVICE GROUP INC
4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI 53406CRD# 1092140Firm CRD# 107893

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Phillip Haubrich · MOUNT PLEASANT, WI
Registration
CRD #1092140 · FINANCIAL SERVICE GROUP INC · 28 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL SERVICE GROUP INC
Dec 1997 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 22
Series 24
Series 28
Series 63
Registration record
First registered · December 15, 1997
Years registered · 28
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL SERVICE GROUP INC
CRD 107893 · SEC 801-41991
AUM
$284M
Regulatory assets under management
Employees
9
891 client accounts
Services offered by FINANCIAL SERVICE GROUP INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL SERVICE GROUP INC →
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05

Frequently Asked Questions

What services does Michael Phillip Haubrich offer?
Michael Phillip Haubrich specializes in Financial Planning, Investment Management. Contact their office in MOUNT PLEASANT, Wisconsin for a consultation.
What are Michael Phillip Haubrich's credentials?
Michael Phillip Haubrich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Phillip Haubrich located?
Michael Phillip Haubrich 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 Michael Phillip Haubrich charge for services?
Michael Phillip Haubrich'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
Justus Baron Morgan
MOUNT PLEASANT, WI

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