Wendy Peperkorn
Financial Service Group · Mount Pleasant, Wisconsin
Wendy Peperkorn is a fee-only financial advisor at Financial Service Group in Mount Pleasant, Wisconsin, who holds the CFP credential. Financial Service Group reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Service Group |
|---|---|
| Based in | Mount Pleasant, Wisconsin |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $215.0M across 645 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2512450 |
| Exams passed | Series 63 (2023) · Series 66 (2014) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.toyourwealth.com |
How Wendy's firm compares
- Financial Service Group's average account is about $333,000, from its Form ADV (assets managed divided by 645 accounts).
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Questions about Wendy
Is Wendy Peperkorn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wendy holds no broker registration, and Financial Service Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wendy charge for financial advice?
Wendy's firm, Financial Service Group, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Wendy Peperkorn based?
Wendy Peperkorn is based in Mount Pleasant, Wisconsin.
What credentials does Wendy Peperkorn hold?
Wendy Peperkorn holds the CFP credential.
Is Wendy Peperkorn registered with the SEC?
Yes. Wendy Peperkorn is registered as an investment adviser representative in WI (CRD 2512450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Service Group manage?
Financial Service Group reports $215.0M across 645 accounts in assets under management.
How do I contact Wendy Peperkorn?
Through Wendy's website, www.toyourwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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