Financial Service Group Inc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 107893 · SEC file 801-41991 · Mount Pleasant, WI · WWW.FACEBOOK.COM

☆ Save with Pro ADV data as of Jan 23, 2026

Regulatory AUM: $215M
Discretionary: $215M
Clients: 192
Avg AUM / client: $1.1M
Accounts: 645
Employees: 8

AUM over time

$105M $334M

Mar 13, 2012 Jan 23, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Jan 23, 2026

Who they serve

Client type	Clients	AUM	% of AUM
Individuals (non-high net worth)	118	$67.9M	31.6%
High net worth individuals	74	$147M	68.4%

People (4)

roster as of Jul 20, 2026

Name	Role / title	Credentials	With firm since	Ownership
Justus Baron Morgan	President And Chief Compliance Officer	CFP	Mar 2004 (22y)	25% – 50%
Michael Phillip Haubrich	Founder	CFP	Sep 2021 (5y)	50% – 75%
Vincent A Tortorici	Registered representative	CFP	Feb 2022 (4y)
Thomas Joseph Kiernan	Registered representative	CFP	Feb 2024 (3y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

Form	Period	Size
Form ADV (full filing)	01/23/2026	899 KB	View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

• Hourly charges
• Fixed fees
• Other fees
• PERCENTAGE OF NET WORTH & INCOME

Services

• Financial planning services
• Portfolio management for individuals/small businesses
• Other services

Custody

Reported custodians

Charles Schwab & Co. $210M (98% of AUM) Jan 2026

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports it does not have custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 23, 2026.

View current Form ADV (SEC/IAPD) ↗