# FINANCIAL SERVICE GROUP INC

FINANCIAL SERVICE GROUP INC of MOUNT PLEASANT, WI is an SEC-registered investment adviser.

## Registration

- CRD: 107893
- Type: SEC-registered investment adviser
- SEC file number: 801-41991
- Location: 4812 NORTHWESTERN AVENUE, MOUNT PLEASANT, WI, 53406
- Phone: 262-554-4500
- Latest filing: 2026-01-23
- Regulatory AUM: $215.0M
- Discretionary AUM: $215.0M
- Clients: 8
- Accounts: 645

## Business model

- Compensation: Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Michael Phillip Haubrich | FOUNDER; FOUNDER AND PRESIDENT | — |
| Terri Lynn D'Alie | CHIEF COMPLIANCE OFFICER | — |
| Justus Baron Morgan | PRESIDENT | — |
| HAUBRICH MICHAEL PHILLIP | CHIEF COMPLIANCE OFFICER & PRESIDENT; FOUNDER; PRESIDENT | — |
| MORGAN JUSTUS BARON | PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LARSON KAREN LYNN | VICE PRESIDENT | — |
| MOILANEN JUSTIN MICHAEL | FINANCIAL PLANNER AND DIRECTOR OF INVESTMENTS; VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/107893/brochure
- Similar advisers: https://search.stillhousedata.com/firm/107893/similar
- Related entities: https://search.stillhousedata.com/firm/107893/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/107893

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.