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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

REVIEW SERVICES INC

CRD 110277

BROOKFIELD, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fa8b722-dc4d-1523-dcf8-a573a3817433

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 20, 2012 to Apr 24, 2026
28 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $227MItem 5.F on the latest filing (2026-04-24); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $227MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $75.8Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 768
Individual clients: 79
High net worth clients: 94
Custody, client assets: $37.7M
SEC number: 801-39487
CRD: 110277
Filings on the tape: 28
First filed: Mar 20, 2012
Latest filed: Apr 24, 2026
Organised: Corporation, WI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PATRICIA ANNE KIEFER	Certified Financial Planner	BROOKFIELD , WI	34	41	n/a	no
TIM ALLEN KONICKE	Certified Financial Planner	BROOKFIELD, WI	34	40	n/a	no
CARRIE ANN TICALI	Certified Financial Planner	BROOKFIELD, WI	11	22	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
KIEFER, PATRICIA, ANNE	VICE PRESIDENT, SECRETARY, TREASURER	D	yes	04/1987	Mar 20, 2012	May 15, 2024
KONICKE, TIM, ALLEN	PRESIDENT AND CHIEF COMPLIANCE OFFICER	D	yes	04/1987	Mar 20, 2012	May 15, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 24, 2026	$227M	$0	3	3	0	n/a	n/a
2024	May 15, 2024	$177M	$0	3	3	0	n/a	n/a
2023	May 11, 2023	$159M	$0	3	3	0	n/a	n/a
2022	May 5, 2022	$172M	$0	3	3	0	n/a	n/a
2021	May 14, 2021	$157M	$0	3	3	0	n/a	n/a
2020	Jun 12, 2020	$117M	$0	3	3	0	n/a	n/a
2019	May 9, 2019	$133M	$0	3	3	0	n/a	n/a
2018	May 17, 2018	$134M	$0	3	3	0	n/a	n/a
2017	Apr 28, 2017	$128M	$0	3	3	n/a	n/a	n/a
2016	May 31, 2016	$115M	$0	2	2	n/a	n/a	n/a
2015	Jun 26, 2015	$118M	$0	3	3	n/a	n/a	n/a
2014	Apr 29, 2014	$120M	$120M	2	2	n/a	n/a	n/a
2013	May 6, 2013	$113M	$0	2	2	n/a	n/a	n/a
2012	Jul 31, 2012	$108M	$0	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$227M	$177M	28.6%	$172M	9.7%	3	3	0	0

Relationships

Registered with (3)

← CARRIE ANN TICALIAdvisorregistration: current employment
Jun 26, 2015 to presentfactForm ADV
← PATRICIA ANNE KIEFERAdvisorregistration: current employment
Oct 11, 1991 to presentfactForm ADV
← TIM ALLEN KONICKEAdvisorregistration: current employment
Oct 11, 1991 to presentfactForm ADV

Controls (2)

← KIEFER, PATRICIA, ANNEOwnerVICE PRESIDENT, SECRETARY, TREASURER, ownership code D, individual
Mar 20, 2012 to May 15, 2024factForm ADV
← KONICKE, TIM, ALLENOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code D, individual
Mar 20, 2012 to May 15, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fa8b722-dc4d-1523-dcf8-a573a3817433
First observed: Mar 20, 2012
Last observed: Apr 24, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

REVIEW SERVICES INC

CRD 110277

BROOKFIELD, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9fa8b722-dc4d-1523-dcf8-a573a3817433

Data as of Apr 24, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PATRICIA ANNE KIEFER

Certified Financial Planner

BROOKFIELD , WI

n/a

TIM ALLEN KONICKE

Certified Financial Planner

BROOKFIELD, WI

n/a

CARRIE ANN TICALI

Certified Financial Planner

BROOKFIELD, WI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

KIEFER, PATRICIA, ANNE

VICE PRESIDENT, SECRETARY, TREASURER

yes

04/1987

Mar 20, 2012

May 15, 2024

KONICKE, TIM, ALLEN

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

04/1987

Mar 20, 2012

May 15, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 24, 2026

$227M

n/a

2024

May 15, 2024

$177M

n/a

2023

May 11, 2023

$159M

n/a

2022

May 5, 2022

$172M

n/a

2021

May 14, 2021

$157M

n/a

2020

Jun 12, 2020

$117M

n/a

2019

May 9, 2019

$133M

n/a

2018

May 17, 2018

$134M

n/a

2017

Apr 28, 2017

$128M

n/a

2016

May 31, 2016

$115M

n/a

2015

Jun 26, 2015

$118M

n/a

2014

Apr 29, 2014

$120M

n/a

2013

May 6, 2013

$113M

n/a

2012

Jul 31, 2012

$108M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$227M

$177M

28.6%

$172M

9.7%