FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

DE PERE, Wisconsin·5 registered advisors·CRD# 113110
SEC# 801-619330920-336-0863
01

Firm Overview

AUM
$1.1B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

5 registered advisors
Daniel James Budinger
DE PERE, Wisconsin
Lonnie Lee Mishler
DE PERE, Wisconsin
Lonny Scott Elfenbein
DE PERE, Wisconsin
Rachel Dorothy Brown
DE PERE, Wisconsin
Ryan Brent Wempe
DE PERE, Wisconsin
05

Office Locations

DE PERE, Wisconsin
5 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANNING AND INFORMATION SERVICES, INC. (CRD# 113110) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.