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Lonny Scott Elfenbein

FINANCIAL PLANNING AND INFORMATION SERVICES, INC.·DE PERE, Wisconsin
Unclaimed Profile
115 FOURTH STREET, DE PERE, WI 54115CRD# 2937038Firm CRD# 113110
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at FINANCIAL PLANNING AND INFORMATION SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2937038
Firm CRD# 113110
No disclosures on file
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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Other advisors in DE PERE
Ryan Brent Wempe — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Daniel James Budinger — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Rachel Dorothy Brown — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.Mark Stephen Nicholas — EMPLOYER RETIREMENT INVESTMENT ADVISORS, LLCLonnie Lee Mishler — FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
Nearby cities in Wisconsin
MILWAUKEE (515)MADISON (242)GREEN BAY (92)APPLETON (83)WAUKESHA (77)
City Guides
MILWAUKEE GuideMADISON GuideGREEN BAY GuideAPPLETON GuideWAUKESHA Guide
Research
Advisor Fees in WisconsinNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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