Review Services Inc.
Review Services Inc. (CRD# 110277) is a financial advisory firm headquartered in Brookfield, WI. They manage $176,735,267 in 771 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management177MILLION
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Total Number of Accounts771ACCOUNTS
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Average Account Value$229,229
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, TX, WI
Patricia Kiefer (CRD# 1382962) is an Investment Advisor Representative working at Review Services Inc. in Brookfield , WI and has over 38 years of experience in the finance industry.
Tim Konicke (CRD# 1491417) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 38 years of experience in the finance industry.
Carrie Ticali (CRD# 4578157) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 20 years of experience in the finance industry.