# FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

FINANCIAL PLANNING AND INFORMATION SERVICES, INC. of DE PERE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 113110
- Type: SEC-registered investment adviser
- SEC file number: 801-61933
- Location: 115 FOURTH STREET, DE PERE, WI, 54115
- Phone: 920-336-0863
- Latest filing: 2024-10-10
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Clients: 16
- Accounts: 4,135

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| PATTON KEVIN JASON | CHIEF COMPLIANCE OFFICER | — |
| MISHLER LONNIE LEE | DIRECTOR; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| MISHLER CAROL JEAN | SECRETARY | — |
| WEMPE RYAN BRENT | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more) | — |
| BUDINGER DANIEL JAMES | VICE PRESIDENT | — |
| BROWN RACHEL DOROTHY | INVESTMENT ADVISOR; VICE PRESIDENT | — |
| Elfenbein Lonny Scott | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/113110/brochure
- Similar advisers: https://search.stillhousedata.com/firm/113110/similar
- Related entities: https://search.stillhousedata.com/firm/113110/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/113110

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.