Financial Planning And Information Services, Inc.
Financial Planning And Information Services, Inc. (CRD# 113110) is a financial advisory firm headquartered in De Pere, WI. They manage $1,080,097,204 in 4,135 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management1,080MILLION
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Total Number of Accounts4,135ACCOUNTS
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Average Account Value$261,209
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, FL, IL, MI, MN, NE, TX, WI
Rachel Brown (CRD# 6265693) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has 1 year of experience in the finance industry.
Daniel Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 29 years of experience in the finance industry.
Carl Ekstrom (CRD# 6520517) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 8 years of experience in the finance industry.
Ryan Wempe (CRD# 5416518) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has 1 year of experience in the finance industry.
Brock Becker (CRD# 7517147) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has 1 year of experience in the finance industry.