RIA Intelligence

FINANCIAL PLANNING SERVICES, INC

CRD #112162 SEC #801-61011 MADISON, WI 608-274-2340
SEC Registered
Total AUM
$8M
Discretionary
$0
Employees
5
Clients
10
Accounts
70

Firm Details

Organization Type
Corporation
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 22, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HANSON, HERBERT, THORVALDIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HANSON, HERBERT, THORVALDIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HANSON, HERBERT, THORVALDIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HANSON, HERBERT, THORVALDIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
HANSON, HERBERT, THORVALDIPRESIDENTE Control
HANSON, HERBERT, THORVALDIPRESIDENTE Control
HANSON, HERBERT, THORVALDIPRESIDENTE Control
HANSON, HERBERT, THORVALDIPRESIDENTE Control
HANSON, HERBERT, THORVALDIPRESIDENTE Control

Registrations

Federal

IA
Feb 22, 2007 REGISTERED

Notice Filings (4)

IL MI VT WI

Address

6417 ODANA RD
MADISON, WI 53719
USA
Phone: 608-274-2340