Overview
Assets Under Management: $1.1 billion
Headquarters: DE PERE, WI
High-Net-Worth Clients: 347
Average Client Assets: $2.1 million
Frequently Asked Questions
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113110), FINANCIAL PLANNING AND INFORMATION SERVICES, INC. is subject to fiduciary duty under federal law.
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. is headquartered in DE PERE, WI.
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. serves 347 high-net-worth clients according to their SEC filing dated October 10, 2024. View client details ↓
According to their SEC Form ADV, FINANCIAL PLANNING AND INFORMATION SERVICES, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIAL PLANNING AND INFORMATION SERVICES, INC. manages $1.1 billion in client assets according to their SEC filing dated October 10, 2024.
According to their SEC Form ADV, FINANCIAL PLANNING AND INFORMATION SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 347
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.47%
Average Client Assets: $2.1 million
Total Client Accounts: 4,135
Discretionary Accounts: 4,135
Regulatory Filings
CRD Number: 113110
Filing ID: 1906739
Last Filing Date: 2024-10-10 14:38:00