Unclaimed Profile

Lonny Scott Elfenbein

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

Clean recordFINANCIAL 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lonny Scott Elfenbein is a registered financial advisor based in DE PERE, Wisconsin, affiliated with FINANCIAL PLANNING AND INFORMATION SERVICES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2937038

Firm CRD# 113110

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lonny Scott Elfenbein offer?

Lonny Scott Elfenbein specializes in Financial Planning, Investment Management. Contact their office in DE PERE, Wisconsin for a consultation.

What are Lonny Scott Elfenbein's credentials?

Lonny Scott Elfenbein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lonny Scott Elfenbein located?

Lonny Scott Elfenbein 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 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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