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Michael Phillip Haubrich

Financial Service Group Inc

Racine, WI

CRD 1092140

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Employer firm

Financial Service Group Inc CRD 107893

$215M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • TAX PLANNING & PREPARATOIN

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

Current Employers
Financial Service Group Inc

4812 Northwestern Avenue, Mount Pleasant, WI 53406 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2025-01-21
AZ RA APPROVED 2021-09-21
  • WI RA
    APPROVED
    Since 2025-01-21
  • AZ RA
    APPROVED
    Since 2021-09-21

Branch Locations

4812 Northwestern Ave, Racine, WI 53406 • 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 Service Group Inc Racine WI 09/1979 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1983-02-22
  • S63 Uniform Securities Agent State Law Examination
    1983-02-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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