FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC.

FINANCIAL SERVICES OF NORTHEAST WISCONSIN, INC. of GREENVILLE, WI is an SEC-registered investment adviser (CRD 105422). Regulatory assets under management: $96.0M.

Registration

• CRD: 105422
• SEC file number: 801-26640
• Type: Registered investment adviser
• Location: W7003 PARKVIEW DRIVE, GREENVILLE, WI, 54942-0357
• Phone: 920-779-9339
• Latest filing: 2026-02-18
• Regulatory AUM: $96.0M
• Discretionary AUM: $96.0M
• Clients: 1
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, Charities, Other.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 105422 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search