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).

Current Firm Details
115 Fourth Street, De Pere, WI 54115
http://thefinplangroup.com
By the Numbers
  • Total Assets Under Management
    1,080
    MILLION
  • Total Number of Accounts
    4,135
    ACCOUNTS
  • Average Account Value
    $261,209
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, IL, MI, MN, NE, TX, WI

Financial Advisors at Financial Planning And Information Services, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Rachel Brown, financial advisor De Pere WI
Rachel D. Brown
CRD#: 6265693
115 Fourth Street, De Pere, WI 54115

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.

2
Daniel Budinger, financial advisor De Pere WI
Daniel J. Budinger
CRD#: 2539606
115 Fourth Street, De Pere, WI 54115

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.

3
Carl Ekstrom, financial advisor De Pere WI
Carl E. Ekstrom
CRD#: 6520517
115 Fourth Street, De Pere, WI 54115

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.

4
Ryan Wempe, financial advisor De Pere WI
Ryan B. Wempe
CRD#: 5416518
115 Fourth Street, De Pere, WI 54115

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.

5
Brock Becker, financial advisor De Pere WI
Brock R. Becker
CRD#: 7517147
115 Fourth Street, De Pere, WI 54115

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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