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Review Services, Inc. Employee Directory

Financial ServicesWisconsin, United States2-10 Employees

Review Services, Inc. is an independent, fee-only wealth management firm serving clients in the greater Milwaukee area. The principals, Patricia A. Kiefer, CFP, and Tim A. Konicke, CFP, bring a combined four decades of experience in comprehensive financial planning and asset management services. The firm aims to provide sensible, unbiased financial planning solutions that help clients prioritize and quantify their goals, set realistic expectations, and adopt a disciplined savings and asset-management strategy.

As a small, locally based practice, RSI emphasizes personal attention and reliable client service in guiding clients to define and pursue their personal and financial goals. The company is based in Brookfield, Wisconsin, reflecting its regional focus within the Milwaukee area.

Find Review Services, Inc. employees' phone numbers or email addresses

Review Services, Inc. Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Review Services, Inc.'s Leadership

  • Stylized image of a person
    H. J.
    Owner
    Mobile Phone
  • Stylized image of a person
    C. T.
    Associate Financial Planner, Cfp
    Mobile Phone

Review Services, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Community & Social Services
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Business

Contact profiles from Review Services, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    H. J.
    Owner
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    C. T.
    Associate Financial Planner, Cfp
    Mobile Phone
    Jun 01, 2026

Frequently Asked Questions

What is Review Services, Inc. known for?

Minus sign iconPlus sign iconReview Services, Inc. was founded in 1987 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-262-784-****
. Explore Review Services, Inc.'s company overview page for more information.

What is Review Services, Inc.'s most common email format?

Minus sign iconPlus sign iconReview Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Review Services, Inc. email formats with LeadIQ.

How many employees does Review Services, Inc. have currently?

Minus sign iconPlus sign iconReview Services, Inc. has approximately 4 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Review Services, Inc.'s key employees and leadership?

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As of July 2026, Review Services, Inc.'s key employees include:

  • Owner: H. J.
  • Associate Financial Planner, Cfp: C. T.

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