Unclaimed Profile

Lonnie Lee Mishler

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

Clean record38 years registeredFINANCIAL PLANNING AND INFORMATION SERVICES, INC.

115 FOURTH STREET, DE PERE, WI 54115CRD# 4432121Firm CRD# 113110

Profile Verification

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

Identity

Lonnie Lee Mishler · DE PERE, WI

Registration

CRD #4432121 · FINANCIAL PLANNING AND INFORMATION SERVICES, INC. · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

Sep 1987 – Feb 2021

DE PERE, WI

Registrations & Exams

Registration record

First registered · September 29, 1987

Years registered · 38

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 Lonnie Lee Mishler offer?

Lonnie Lee Mishler specializes in Financial Planning, Investment Management.

What are Lonnie Lee Mishler's credentials?

Lonnie Lee Mishler is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lonnie Lee Mishler located?

Lonnie Lee Mishler is based in DE PERE, Wisconsin, last registered with FINANCIAL PLANNING AND INFORMATION SERVICES, INC..

How does Lonnie Lee Mishler charge for services?

Lonnie Lee Mishler'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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