FINANCIAL PLANNING AND INFORMATION SERVICES, INC.

FINANCIAL PLANNING AND INFORMATION SERVICES, INC. of DE PERE, WI is an SEC-registered investment adviser (CRD 113110). Regulatory assets under management: $1.1B.

Registration

Officers, owners & control persons (7)

NameRoleLocation
PATTON KEVIN JASONCHIEF COMPLIANCE OFFICER
MISHLER LONNIE LEEDIRECTOR; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER
MISHLER CAROL JEANSECRETARY
WEMPE RYAN BRENTPRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; VICE PRESIDENT (+1 more)
BUDINGER DANIEL JAMESVICE PRESIDENT
BROWN RACHEL DOROTHYINVESTMENT ADVISOR; VICE PRESIDENT
Elfenbein Lonny ScottCHIEF COMPLIANCE OFFICER

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