Ryan Wempe, financial advisor De Pere WI
90 score

Ryan Wempe

CRD Number: 5416518
Current Firm: Financial Planning And Information Services, Inc.

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. Ryan Wempe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Planning And Information Services, Inc. De Pere, WI Feb 2006 - Current 10

Ryan Wempe has no recent exams reported.
Contact Info for Ryan B. Wempe
Phone Number: 920-336-0863
Registered State(s):
  • FL
  • WI
  • TX
By the Numbers
  • Total Assets Under Management
    362
    MILLIONS
  • Total Number of Accounts
    808
    ACCOUNTS
  • Average Account Value
    $448,020
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, IL, LA, MI, MN, TX, WI

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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