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Financial Planning & Information Services, Inc. Info

Financial Planning & Information Services, Inc. info

Financial Planning & Information Services, Inc. (SEC CIK 1841433) first filed with the SEC on 2021-02-08 (Form 13F-HR) and has filed 45 times since, including 44 Form 13F-HR quarterly holdings reports. It is organized in WI and registered at 115 FOURTH STREET, DE PERE, WI, 54115.

  • Name: Value Financial Planning & Information Services, Inc..
  • SEC CIK: Value 1841433.
  • State of organization: Value WI.
  • Business address: Value 115 FOURTH STREET, DE PERE, WI, 54115.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameFinancial Planning & Information Services, Inc.
SEC CIK1841433
State of organizationWI
Business address115 FOURTH STREET, DE PERE, WI, 54115
Mailing address115 FOURTH STREET, DE PERE, WI, 54115
Phone920-336-0863
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2021-02-08 (Form 13F-HR)
Latest SEC filing2024-11-12 (Form 13F-HR)
Filings on EDGAR45
First Form 13F-HR2021-02-08 (quarter ended 2020-12-31)
Latest Form 13F-HR2024-11-12 (quarter ended 2024-09-30)
Form 13F-HR filings44

Filings by Form

FormFilingsLatest
13F-HR442024-11-12
N-PX12024-08-14

Filings by Year

YearFilingsForm 13F-HR
202454
202344
202244
20213232

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