Welcome to Disciplined Financial Services, Inc.

CONNECT

Address:

19575 Janacek Ct., Suite 105
Brookfield, WI 53045

Phone:

262-784-6650

Background & History

Gene (owner of the firm) has been working with individuals, pension and endowment plans, and businesses for decades.

He graduated from the University of Wisconsin in 1971 with a degree in physics, mathematics and astronomy.  Over the years, he has acquired extensive personal and professional experience in portfolio managment and financial planning.

Gene started his financial services career with Merrill Lynch Pierce Fenner & Smith back in 1976.  Several years later, he joined Smith Barney Harris Upham and subsequently moved on to Dain Bosworth in 1989.  In April 1995, The Disciplined Investor Group, Inc. was founded by Gene and a business partner (now deceased) as an independent investment management firm.  Disciplined Financial Services, Inc. is a wholly-owned subsidiary of The Disciplined Investor Group, Inc.

Going back multiple years, Gene has been recognized in Milwaukee Magazine as a "Five Star Wealth Manager."  

Gene has passed the FINRA Series 1 Registered Representative Examination, Series 5 Interest Rate Options Examination, Series 7 General Securities Representative Exam, Series 63 Uniform Securities Agent State Law Exam, Series 24 General Securities Principal Examination, Series PC AMEX Put and Call Exam, and Series 65 Uniform Investment Adviser Law Examination.  He also holds multiple insurance licenses.

Gene currently serves in a variety of outside activities including as president of his church, former chairman of the WELS Retirement Program Commission, and sits on serveral boards and endowments.  His interests include woodworking, playing electric guitar, and spending summertime in the Rocky Mountains and winter in Florida.

He is married to Nanette, an elementary school teacher.  The couple has two children and two grandchildren.