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200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-02 |
Branch Locations
200 W. Madison St. Suite 2500, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning & Information Services | De Pere | WI | 09/2007 | 12/2024 |
| Hightower Advisors, Llc | De Pere | WI | 01/2025 | Present |
Dan Budinger is actively engaged in a Limited Liability Company, Black Puck Realty, LLC. Black Puck Realty, LLC. is a commercial real estate business that does generate income. Although actively involved in Black Puck Realty, LLC., the business operations require very little time. Black Puck Realty, LLC. was formed for the sole purpose of owning the office building that Financial Planning and Information Services, Inc. operates out of. This additional business activity has no impact on the day-to-day operations of Financial Planning and Information Services, Inc. 1 hour a month is spent on this activity. 2% of his yearly compensation is derived from this activity.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-01 |
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