Daniel
Budinger
Financial Planning And Information Services, Inc
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About this Advisor
Daniel Budinger is a financial advisor based in De Pere, Wisconsin, working with Financial Planning And Information Services, Inc. Daniel has previously held a position at Financial Planning & Information Services. Daniel has passed the Series 63 regulatory exam and is registered to provide services in Texas and Wisconsin. Currently, Daniel 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
Daniel Budinger Work History
Financial Planning & Information Services
Disclosures
Please visit the SEC profile of Daniel Budinger 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
