Brock
Becker
Financial Planning And Information Services, Inc
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About this Advisor
Brock Becker is a financial advisor based in De Pere, Wisconsin, working with Financial Planning And Information Services, Inc. Brock has previously held positions at Indian Trails Campground, Financial Planning & Information Services, Inc, Wec Energy Group, Wipfli Llp, Financial Planning And Information Services, Inc, and Na. Brock is registered to provide services in Wisconsin. Currently, Brock is part of Financial Planning And Information Services, Inc, which operates out of De Pere, Wisconsin. The firm has 16 employees and manages assets totaling $1.1 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Financial Planning And Information Services, Inc includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Planning And Information Services, Inc Brokerage Details
$1,080,097,204
16
4,135
$261,209
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Brock Becker Work History
Financial Planning And Information Services, Inc
Financial Planning & Information Services, Inc
Financial Planning & Information Services, Inc
Indian Trails Campground
Wipfli Llp
Financial Planning & Information Services, Inc
Wec Energy Group
Financial Planning & Information Services, Inc
Na
Indian Trails Campground
Disclosures
Please visit the SEC profile of Brock Becker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Planning And Information Services, Inc
De Pere, WI
De Pere, WI
De Pere, WI
De Pere, WI
De Pere, WI
De Pere, WI
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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