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Robert Earl Matzke

Financial Services Of Northeast Wisconsin, Inc.

Hortonville, WI

CRD 1037642

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Employer firm

Financial Services Of Northeast Wisconsin, Inc. CRD 105422

$96.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Selection of other advisers
  • INVESTMENT MONITORING AND REPORTING

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Services Of Northeast Wisconsin, Inc.

Hortonville, WI • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 1989-01-11
  • WI RA
    APPROVED
    Since 1989-01-11

Branch Locations

Hortonville, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Services Of Ne, Wi. Inc. Hortonville WI 01/1996 Present
  • 01/1996 → Present
    Financial Services Of Ne, Wi. Inc.
    Hortonville, WI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-09-09
  • S63 Uniform Securities Agent State Law Examination
    1983-09-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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