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 $362,000,000 in 808 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    362
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Financial Planning And Information Services, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Daniel J. Budinger
CRD#: 2539606
115 Fourth Street, De Pere, WI 54115
96
Wealthminder
score

Daniel Budinger (CRD# 2539606) is an Investment Advisor Representative working at Financial Planning And Information Services, Inc. in De Pere, WI and has over 22 years of experience in the finance industry. Daniel Budinger 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.

2
Rachel D. Brown
CRD#: 6265693
115 Fourth Street, De Pere, WI 54115
90
Wealthminder
score

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. Rachel Brown 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.

3
Lonnie L. Mishler
CRD#: 4432121
115 Fourth Street, De Pere, WI 54115
90
Wealthminder
score

Lonnie Mishler (CRD# 4432121) 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. Lonnie Mishler 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.

4
Ryan B. Wempe
CRD#: 5416518
115 Fourth Street, De Pere, WI 54115
90
Wealthminder
score

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.