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Financial Planning And Information Services, Inc.
De Pere, Wisconsin
4.0
4 Reviews
Financial Planning And Information Services, Inc. is a leading investment advisory firm based out of De Pere, Wisconsin. With a team of 17 dedicated professionals, including 4 experienced investment advisors, they provide comprehensive financial planning and information services to a diverse client base.
Their expertise in investment advisory services is reflected in their impressive average of approximately $34,170,000 in assets under management per investment advisor. Financial Planning And Information Services, Inc. employs a flexible compensation structure that encompasses various types of fees, including a percentage of ass...see more
Assets Under Mgmt
$896.74M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Reviews for Financial Planning And Information Services, Inc.
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