FINANCIAL PLANNING AND INFORMATION SERVICES, INC.
CRD #113110 SEC #801-61933 DE PERE, WI 920-336-0863
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
16
Clients
--
Accounts
4,135
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $1.1B | $1.1B | $0 | 16 | 119 |
| Apr 2024 | $1.1B | $1.1B | $0 | 16 | 119 |
| Apr 2024 | $1.1B | $1.1B | $0 | 16 | 119 |
| Mar 2024 | $1.1B | $1.1B | $0 | 16 | 119 |
| Oct 2023 | $896.7M | $896.7M | $0 | 17 | 185 |
| Aug 2023 | $896.7M | $896.7M | $0 | 17 | 185 |
| Jul 2023 | $896.7M | $896.7M | $0 | 17 | 185 |
| May 2023 | $896.7M | $896.7M | $0 | 17 | 185 |
| Feb 2023 | $896.7M | $896.7M | $0 | 17 | 185 |
| Jul 2022 | $1B | $1B | $0 | 17 | 185 |
| May 2022 | $1B | $1B | $0 | 17 | 185 |
| Apr 2022 | $1B | $1B | $0 | 18 | 185 |
| Apr 2022 | $1B | $1B | $0 | 18 | 185 |
| Mar 2022 | $1B | $1B | $0 | 17 | 185 |
| Sep 2021 | $874.4M | $874.4M | $0 | 16 | 220 |
| Mar 2021 | $874.4M | $874.4M | $0 | 14 | 220 |
| Feb 2021 | $874.4M | $874.4M | $0 | 14 | 220 |
| Oct 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| May 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| Mar 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| Mar 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| Mar 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| Mar 2020 | $771.5M | $771.5M | $0 | 12 | 89 |
| Mar 2019 | $517M | $517M | $0 | 14 | 62 |
| Feb 2018 | $497.1M | $497.1M | $0 | 14 | 87 |
| Aug 2017 | $431M | $431M | $0 | 11 | 836 |
| Feb 2017 | $431M | $431M | $0 | 11 | 836 |
| Oct 2016 | $362M | $362M | $0 | 9 | 808 |
| Feb 2016 | $362M | $362M | $0 | 9 | 808 |
| Sep 2015 | $338M | $338M | $0 | 8 | 750 |
| Mar 2015 | $338M | $338M | $0 | 8 | 750 |
| Mar 2014 | $305M | $305M | $0 | 8 | 700 |
| Oct 2013 | $257M | $257M | $0 | 8 | 700 |
| Mar 2013 | $257M | $257M | $0 | 8 | 700 |
| Mar 2012 | $227M | $227M | $0 | 6 | 600 |
| Mar 2010 | $183.1M | $183.1M | $0 | 10 | -- |
| Mar 2009 | $144.2M | $144.2M | $0 | 10 | -- |
| Feb 2007 | $144.8M | $144.8M | $0 | 10 | -- |
| Feb 2006 | $107.8M | $107.8M | $0 | 10 | -- |
| Mar 2004 | $78M | $78M | $0 | 5 | -- |
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients119
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients119
DateApr 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients119
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees16
Clients119
DateOct 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees17
Clients185
DateAug 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees17
Clients185
DateJul 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees17
Clients185
DateMay 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees17
Clients185
DateFeb 2023
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees17
Clients185
DateJul 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients185
DateMay 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients185
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients185
DateApr 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees18
Clients185
DateMar 2022
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients185
DateSep 2021
Total AUM$874.4M
Discretionary$874.4M
Non-Disc.$0
Employees16
Clients220
DateMar 2021
Total AUM$874.4M
Discretionary$874.4M
Non-Disc.$0
Employees14
Clients220
DateFeb 2021
Total AUM$874.4M
Discretionary$874.4M
Non-Disc.$0
Employees14
Clients220
DateOct 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMay 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMar 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMar 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMar 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMar 2020
Total AUM$771.5M
Discretionary$771.5M
Non-Disc.$0
Employees12
Clients89
DateMar 2019
Total AUM$517M
Discretionary$517M
Non-Disc.$0
Employees14
Clients62
DateFeb 2018
Total AUM$497.1M
Discretionary$497.1M
Non-Disc.$0
Employees14
Clients87
DateAug 2017
Total AUM$431M
Discretionary$431M
Non-Disc.$0
Employees11
Clients836
DateFeb 2017
Total AUM$431M
Discretionary$431M
Non-Disc.$0
Employees11
Clients836
DateOct 2016
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees9
Clients808
DateFeb 2016
Total AUM$362M
Discretionary$362M
Non-Disc.$0
Employees9
Clients808
DateSep 2015
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees8
Clients750
DateMar 2015
Total AUM$338M
Discretionary$338M
Non-Disc.$0
Employees8
Clients750
DateMar 2014
Total AUM$305M
Discretionary$305M
Non-Disc.$0
Employees8
Clients700
DateOct 2013
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees8
Clients700
DateMar 2013
Total AUM$257M
Discretionary$257M
Non-Disc.$0
Employees8
Clients700
DateMar 2012
Total AUM$227M
Discretionary$227M
Non-Disc.$0
Employees6
Clients600
DateMar 2010
Total AUM$183.1M
Discretionary$183.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$144.2M
Discretionary$144.2M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$107.8M
Discretionary$107.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$78M
Discretionary$78M
Non-Disc.$0
Employees5
Clients--