Unclaimed Profile

Daniel James Budinger

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.·DE PERE, Wisconsin

Series 6, Series 7, Series 24, Series 63Clean record16 years registeredFINANCIAL PLANNING AND INFORMATION SERVICES, INC.

115 FOURTH STREET, DE PERE, WI 54115CRD# 2539606Firm CRD# 113110

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Daniel James Budinger · DE PERE, WI

Registration

CRD #2539606 · FINANCIAL PLANNING AND INFORMATION SERVICES, INC. · 16 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Jan 2025 – present

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

Sep 2009 – Feb 2025

DE PERE, WI

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Registration record

First registered · September 22, 2009

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

CRD 113110 · SEC 801-61933

AUM

$1.1B

Regulatory assets under management

Employees

4,135 client accounts

Services offered by FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at FINANCIAL PLANNING AND INFORMATION SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Daniel James Budinger offer?

Daniel James Budinger specializes in Financial Planning, Investment Management. Contact their office in DE PERE, Wisconsin for a consultation.

What are Daniel James Budinger's credentials?

Daniel James Budinger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel James Budinger located?

Daniel James Budinger is based in DE PERE, Wisconsin, working with FINANCIAL PLANNING AND INFORMATION SERVICES, INC.. Their office serves clients in the DE PERE metropolitan area and surrounding communities.

How does Daniel James Budinger charge for services?

Daniel James Budinger's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FINANCIAL PLANNING AND INFORMATION SERVICES, INC.?

FINANCIAL PLANNING AND INFORMATION SERVICES, INC. has approximately 16 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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