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DISCIPLINED FINANCIAL SERVICES, INC.
DISCIPLINED FINANCIAL SERVICES, INC.
DISCIPLINED FINANCIAL SERVICES, INC
BROOKFIELD, Wisconsin
·
1 registered advisor
·
CRD# 42727
SEC# 801-56636
262-784-6650
01
Firm Overview
AUM
$74M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at DISCIPLINED FINANCIAL SERVICES, INC.
1 registered advisor
Eugene Paul Szaj
BROOKFIELD, Wisconsin
CRD# 441666
05
Office Locations
BROOKFIELD, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. DISCIPLINED FINANCIAL SERVICES, INC. (CRD# 42727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.