Review Services, Inc. Employee Directory

Q: What is Review Services, Inc. known for?

Review Services, Inc. was founded in 1987. Review Services, Inc. operates in the Financial Services industry.

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

Review Services, Inc. has approximately 4 employees.

Financial ServicesWisconsin, United States2-10 Employees

Review Services, Inc. (RSI) is an independent, fee only wealth management firm located in the greater Milwaukee area. The firm partners, Patricia A. Kiefer, CFP® and Tim A. Konicke, CFP®, bring 40 years of combined experience in comprehensive financial planning and investment management services.  

Providing our clients with sensible and unbiased financial planning solutions is our mission. Our goal is to assist in prioritizing and quantifying client financial goals, setting realistic expectations and implementing a disciplined and prudent investment and savings strategy to achieve those goals. 

Review Services Inc. helps our clients visualize, define and achieve their most important personal and financial goals. We believe an effective financial advisor relationship is built on a commitment to personal attention and superior customer service.

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

Review Services, Inc. Global Highlights

North America
7

United States Of America
7

Review Services, Inc.'s Leadership

P. K.
Partner, Cfp
Mobile Phone
Email
T. K.
Partner, Cfp
Mobile Phone
Email
J. L. W.
Portfolio Administrator
Mobile Phone
Email
P. W.
Portfolio & Office Administrator
Mobile Phone
Email
S. L.
Temporarily Retired
Mobile Phone
Email
C. T.
Associate Financial Planner, Cfp
Mobile Phone
Email

Review Services, Inc. Employee Metrics

100%

50%

2026

2025

Community & Social Services
Banking
Accounting
Administrative
Analytics
Other
Business

Contact profiles from Review Services, Inc.

Name

Title

Contact Info

Location

Last Update

P. K.
Partner, Cfp
Mobile Phone
Email
United StatesWisconsin
May 30, 2025
T. K.
Partner, Cfp
Mobile Phone
Email
United StatesWisconsin
Nov 19, 2025
J. L. W.
Portfolio Administrator
Mobile Phone
Email
United StatesWisconsin
Jun 14, 2025
P. W.
Portfolio & Office Administrator
Mobile Phone
Email
United StatesWisconsin
Jul 07, 2024
S. L.
Temporarily Retired
Mobile Phone
Email
United StatesWisconsin
Jan 27, 2026
C. T.
Associate Financial Planner, Cfp
Mobile Phone
Email
Nov 19, 2025

Frequently Asked Questions

What is Review Services, Inc. known for?

Review Services, Inc. was founded in 1987 operates in the Financial Services industry. The company's main headquarters is located in 13255 West Bluemound Road Suite 205 Brookfield, Wisconsin 53005 United States; 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?

Review 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?

Review Services, Inc. has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

Partner, Cfp: P. K.
Partner, Cfp: T. K.
Portfolio Administrator: J. L. W.
Portfolio & Office Administrator: P. W.
Temporarily Retired: S. L.

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