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Financial Planning and Information Services, Inc.

Financial Planning and Information Services, Inc.

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

There is no ETF holding data from this firm to display at this time.

Assets

Assets

Last updated on Aug. 20, 2016
    • $362.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 808
      Accounts
    • $448.0K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning

Firm Client types

Advisors

Current Advisors

# of advisors

4

name start date
Ryan Brent Wempe
September 2007
Lonnie Lee Mishler
September 1987
Daniel James Budinger
September 2009
Rachel Dorothy Brown
October 2013

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Ryan Brent Wempe Vice President, Chief Compliance Officer January, 2008 50% to 75%
    Daniel James Budinger Vice President January, 2010 25% to 50%
    Rachel Dorothy Brown Investment Advisor October, 2013 10% to 25%
    Lonnie Lee Mishler President July, 1986 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges
      • Fixed Fees