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115 Fourth Street
De Pere, WI 54115
Phone: (920) 336-0863
Business Hours: 8:00 am – 4:30 pm M-F

Financial Planning & Information Service, Inc.

Address

115 Fourth Street
De Pere, WI 54115

Contact

Phone: (920) 336-0863
Email: Send Us a Message

Financial Planning and Information Services, Inc. (FPIS, Inc.) is a registered investment adviser located in De Pere, Wisconsin. FPIS, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. FPIS, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of FPIS, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as FPIS, Inc’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by FPIS, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of FPIS, Inc., please contact the state securities regulators for those states in which FPIS, Inc. maintains a registration filing. A copy of FPIS, Inc.’s current written disclosure statement discussing FPIS, Inc.’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from FPIS, Inc. upon written request. FPIS, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to FPIS, Inc.’s website or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.Form ADV // Form CRS

Contact Us

How Can We Help You?

Name

Email

Phone

Would you like to schedule a meeting?

Yes No

Would you like a welcome packet via email?

Yes No

What are your financial goals?

Tell us about yourself?

115 Fourth Street
De Pere, WI 54115
Phone: (920) 336-0863
Business Hours: 8:00 am – 4:30 pm M-F

Summer Hours: Memorial Day - Labor Day.
M – Thur: 8:00 am - 4:30 PM
Friday: 8:00 AM - Noon

Closed the following dates:
Thursday, July 4
Friday, July 5
Friday, August 9 company picnic
Monday, September 2
Wednesday, November 27 closed at noon
Thursday, November 28
Friday, November 29
Tuesday December 24
Wednesday, December 25
Thursday, December 26
Tuesday, December 31

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