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

Clients

Accounts

4,135

Firm Details

Organization Type: Corporation
State of Formation: Wisconsin
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 10, 2024
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
Elfenbein, Lonny, Scott	I	CHIEF COMPLIANCE OFFICER	NA
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
MISHLER, LONNIE, LEE	I	DIRECTOR	NA	Control
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
Patton, Kevin, Jason	I	CHIEF COMPLIANCE OFFICER	NA
MISHLER, LONNIE, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
MISHLER, LONNIE, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	E	Control
MISHLER, LONNIE, LEE	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	E	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	E	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	D	Control
MISHLER, LONNIE, LEE	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT, CHIEF COMPLIANCE OFFICER	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
WEMPE, RYAN, BRENT	I	PRESIDENT	D	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	C	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	C	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	INVESTMENT ADVISOR	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BROWN, RACHEL, DOROTHY	I	VICE PRESIDENT	B	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	B	Control
BUDINGER, DANIEL, JAMES	I	VICE PRESIDENT	B	Control
MISHLER, CAROL, JEAN	I	SECRETARY	B	Control
MISHLER, CAROL, JEAN	I	SECRETARY	B	Control
MISHLER, CAROL, JEAN	I	SECRETARY	B	Control
MISHLER, CAROL, JEAN	I	SECRETARY	B	Control
MISHLER, CAROL, JEAN	I	SECRETARY	B	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT, CHIEF COMPLIANCE OFFICER	B	Control
WEMPE, RYAN, BRENT	I	VICE PRESIDENT	A

Registrations

Federal

Oct 10, 2024 REGISTERED

Notice Filings (10)

AZ CA FL IL LA MI MN NE TX WI

Address

115 FOURTH STREET
DE PERE, WI 54115
United States

Phone: 920-336-0863