FINANCIAL PLANNING SERVICES, INC

FINANCIAL PLANNING SERVICES, INC of MADISON, WI is an SEC-registered investment adviser (CRD 112162). Regulatory assets under management: $8.0M.

Registration

• CRD: 112162
• SEC file number: 801-61011
• Type: Registered investment adviser
• Location: 6417 ODANA RD, MADISON, WI, 53719
• Phone: 608-274-2340
• Latest filing: 2007-06-11
• Regulatory AUM: $8.0M
• Non-discretionary AUM: $8.0M
• Clients: 1
• Accounts: 70

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 112162 on SEC IAPD (source of record)
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