Justus
Morgan

Financial Service Group Inc

CRD#4697511
Investment Advisor
in Racine, WI

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About this Advisor

Justus Morgan is a financial advisor based in Racine, Wisconsin, working with Financial Service Group Inc. Justus has previously held a position at Financial Service Group, Inc. Justus has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Justus is part of Financial Service Group Inc, which operates out of Racine, Wisconsin. The firm has 9 employees and manages assets totaling $284.2 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and other services. The fee structure at Financial Service Group Inc includes hourly, fixed, and other fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Hourly Charges, Fixed Fees, Others

Office Location

4812 Northwestern Ave
Racine, WI 53406

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Financial Service Group Inc Brokerage Details

Total Assets Under Management

$284,211,519

WI Average: $2,826,565,184
Total Number of Employees

9

WI Average: 43
Total Number of Accounts

891

WI Average: 1,898
Average Account Size

$318,980

WI Average: $1,489,234

Investment Advisory Services

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

Justus Morgan Work History

2003 - Present (21 years)

Financial Service Group, Inc

Disclosures

Please visit the SEC profile of Justus Morgan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Financial Service Group Inc

Thomas Kiernan
Racine, WI
Vincent Tortorici
Racine, WI
Justus Morgan
Racine, WI
Michael Haubrich
Racine, WI

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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