Unclaimed Profile

Lonny Scott Elfenbein

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

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65ChFCClean record23 years registeredFINANCIAL PLANNING AND INFORMATION SERVICES, INC.

115 FOURTH STREET, DE PERE, WI 54115CRD# 2937038Firm CRD# 113110

Profile Verification

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

Identity

Lonny Scott Elfenbein · DE PERE, WI

Registration

CRD #2937038 · FINANCIAL PLANNING AND INFORMATION SERVICES, INC. · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

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

BANKERS LIFE ADVISORY SERVICES, INC.

Oct 2020 – May 2023

CHICAGO, IL

HUNTINGTON FINANCIAL ADVISORS

Apr 2020 – Oct 2020

CINCINNATI, OH

QUICK & REILLY, INC.

Jan 2003 – Apr 2004

CINCINNATI, OH

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · January 28, 2003

Years registered · 23

Professional designation · ChFC

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 Lonny Scott Elfenbein offer?

Lonny Scott Elfenbein specializes in Financial Planning, Investment Management.

What are Lonny Scott Elfenbein's credentials?

Lonny Scott Elfenbein holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lonny Scott Elfenbein located?

Lonny Scott Elfenbein is based in DE PERE, Wisconsin, last registered with FINANCIAL PLANNING AND INFORMATION SERVICES, INC..

How does Lonny Scott Elfenbein charge for services?

Lonny Scott Elfenbein'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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