# EDGAR Filing Document

**Accession Number:** 0001841433
**File Stem:** 0001841433-23-000001
**Filing Date:** 2023-2
**Character Count:** 12047
**Document Hash:** d237106fe3895d2bb5d81958a73eb883
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001841433-23-000001.hdr.sgml**: 20230213

**ACCESSION NUMBER**: 0001841433-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230213

**DATE AS OF CHANGE**: 20230213

**EFFECTIVENESS DATE**: 20230213

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Financial Planning & Information Services, Inc.
- **CENTRAL INDEX KEY:** 0001841433
- **IRS NUMBER:** 391560719
- **STATE OF INCORPORATION:** WI
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20591
- **FILM NUMBER:** 23619186

**BUSINESS ADDRESS:**
- **STREET 1:** 115 FOURTH STREET
- **CITY:** DE PERE
- **STATE:** WI
- **ZIP:** 54115
- **BUSINESS PHONE:** 920-336-0863

**MAIL ADDRESS:**
- **STREET 1:** 115 FOURTH STREET
- **CITY:** DE PERE
- **STATE:** WI
- **ZIP:** 54115

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Financial Planning  Information Services Inc.<br>**Address:** 115 Fourth Street<br>De Pere, WI 54115

**Form 13F File Number:** 028-20591

**CRD Number (if applicable):** 000113110

**SEC File Number (if applicable):** 801-61933

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Ryan Brent Wempe<br>**Title:** CCO<br>**Phone:** 920-336-0863

**Signature, Place, and Date of Signing:**

/s/ Ryan Brent Wempe  De Pere, WI  02-13-2022<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 82

**Form 13F Information Table Value Total:** $471700945

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 430852 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 682672 | 12365 | SH |  | SOLE |  | 0 | 0 | 12365 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 301835 | 3421 | SH |  | SOLE |  | 0 | 0 | 3421 |
| APPLE INC | COM | 037833100 |  | 1623295 | 12494 | SH |  | SOLE |  | 0 | 0 | 12494 |
| ASSOCIATED BANC CORP | COM | 045487105 |  | 1414126 | 61244 | SH |  | SOLE |  | 0 | 0 | 61244 |
| BANK FIRST CORP | COM | 06211J100 |  | 800944 | 8629 | SH |  | SOLE |  | 0 | 0 | 8629 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 368209 | 1192 | SH |  | SOLE |  | 0 | 0 | 1192 |
| CHEVRON CORP NEW | COM | 166764100 |  | 255594 | 1424 | SH |  | SOLE |  | 0 | 0 | 1424 |
| CIGNA CORP NEW | COM | 125523100 |  | 207419 | 626 | SH |  | SOLE |  | 0 | 0 | 626 |
| COCA COLA CO | COM | 191216100 |  | 261501 | 4111 | SH |  | SOLE |  | 0 | 0 | 4111 |
| DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 |  | 370287 | 14949 | SH |  | SOLE |  | 0 | 0 | 14949 |
| DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 25434V302 |  | 15277849 | 696030 | SH |  | SOLE |  | 0 | 0 | 696030 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 |  | 23301019 | 930552 | SH |  | SOLE |  | 0 | 0 | 930552 |
| DOMINION ENERGY INC | COM | 25746U109 |  | 306718 | 5002 | SH |  | SOLE |  | 0 | 0 | 5002 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 457745 | 4150 | SH |  | SOLE |  | 0 | 0 | 4150 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 |  | 277167 | 4085 | SH |  | SOLE |  | 0 | 0 | 4085 |
| FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 |  | 13939900 | 278186 | SH |  | SOLE |  | 0 | 0 | 278186 |
| FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 33739Q200 |  | 4566199 | 96313 | SH |  | SOLE |  | 0 | 0 | 96313 |
| FISERV INC | COM | 337738108 |  | 367592 | 3637 | SH |  | SOLE |  | 0 | 0 | 3637 |
| HARTFORD FDS EXCHANGE TRADED | TOTAL RTRN ETF | 41653L305 |  | 20969370 | 634666 | SH |  | SOLE |  | 0 | 0 | 634666 |
| HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 41653L503 |  | 1892761 | 50393 | SH |  | SOLE |  | 0 | 0 | 50393 |
| HARTFORD FDS EXCHANGE TRADED | SHRT DURTN ETF | 41653L602 |  | 17143559 | 454134 | SH |  | SOLE |  | 0 | 0 | 454134 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 2369626 | 8899 | SH |  | SOLE |  | 0 | 0 | 8899 |
| ISHARES TR | S 500 GRWT ETF | 464287309 |  | 325962 | 5572 | SH |  | SOLE |  | 0 | 0 | 5572 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 1062843 | 16192 | SH |  | SOLE |  | 0 | 0 | 16192 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 |  | 8808425 | 83619 | SH |  | SOLE |  | 0 | 0 | 83619 |
| ISHARES TR | CORE S US VLU | 464287663 |  | 4087923 | 57878 | SH |  | SOLE |  | 0 | 0 | 57878 |
| ISHARES TR | S MC 400VL ETF | 464287705 |  | 1631549 | 16186 | SH |  | SOLE |  | 0 | 0 | 16186 |
| ISHARES TR | SP SMCP600VL ETF | 464287879 |  | 2599114 | 28465 | SH |  | SOLE |  | 0 | 0 | 28465 |
| ISHARES TR | MSCI EMG MKT ETF | 464287234 |  | 778352 | 20537 | SH |  | SOLE |  | 0 | 0 | 20537 |
| ISHARES TR | CORE S ETF | 464287200 |  | 205552 | 535 | SH |  | SOLE |  | 0 | 0 | 535 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 |  | 1730324 | 12478 | SH |  | SOLE |  | 0 | 0 | 12478 |
| J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 |  | 7533714 | 164026 | SH |  | SOLE |  | 0 | 0 | 164026 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 46641Q837 |  | 4274745 | 85273 | SH |  | SOLE |  | 0 | 0 | 85273 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 536486 | 3037 | SH |  | SOLE |  | 0 | 0 | 3037 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2393931 | 17852 | SH |  | SOLE |  | 0 | 0 | 17852 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 351127 | 2587 | SH |  | SOLE |  | 0 | 0 | 2587 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 848925 | 1745 | SH |  | SOLE |  | 0 | 0 | 1745 |
| MCDONALDS CORP | COM | 580135101 |  | 536020 | 2034 | SH |  | SOLE |  | 0 | 0 | 2034 |
| MICROSOFT CORP | COM | 594918104 |  | 692966 | 2890 | SH |  | SOLE |  | 0 | 0 | 2890 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 977117 | 11688 | SH |  | SOLE |  | 0 | 0 | 11688 |
| NICOLET BANKSHARES INC | COM | 65406E102 |  | 250860 | 3144 | SH |  | SOLE |  | 0 | 0 | 3144 |
| PACER FDS TR | PACER US SMALL | 69374H857 |  | 301225 | 8379 | SH |  | SOLE |  | 0 | 0 | 8379 |
| PEPSICO INC | COM | 713448108 |  | 457973 | 2535 | SH |  | SOLE |  | 0 | 0 | 2535 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 269848 | 2666 | SH |  | SOLE |  | 0 | 0 | 2666 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 4481954 | 29572 | SH |  | SOLE |  | 0 | 0 | 29572 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 725558 | 13059 | SH |  | SOLE |  | 0 | 0 | 13059 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 282746 | 3743 | SH |  | SOLE |  | 0 | 0 | 3743 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 78463X889 |  | 2596153 | 87442 | SH |  | SOLE |  | 0 | 0 | 87442 |
| SPDR INDEX SHS FDS | PORTFOLIO EMG MK | 78463X509 |  | 844477 | 25621 | SH |  | SOLE |  | 0 | 0 | 25621 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 501366 | 1311 | SH |  | SOLE |  | 0 | 0 | 1311 |
| SPDR SER TR | S 600 SMCP GRW | 78464A201 |  | 15524458 | 214901 | SH |  | SOLE |  | 0 | 0 | 214901 |
| SPDR SER TR | S 600 SMCP VAL | 78464A300 |  | 45259810 | 609806 | SH |  | SOLE |  | 0 | 0 | 609806 |
| SPDR SER TR | PRTFLO S GW | 78464A409 |  | 32860510 | 648520 | SH |  | SOLE |  | 0 | 0 | 648520 |
| SPDR SER TR | PRTFLO S VL | 78464A508 |  | 6805100 | 174983 | SH |  | SOLE |  | 0 | 0 | 174983 |
| TESLA INC | COM | 88160R101 |  | 242665 | 1970 | SH |  | SOLE |  | 0 | 0 | 1970 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 210346 | 1210 | SH |  | SOLE |  | 0 | 0 | 1210 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 390337 | 736 | SH |  | SOLE |  | 0 | 0 | 736 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 892392 | 12422 | SH |  | SOLE |  | 0 | 0 | 12422 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 22471288 | 298503 | SH |  | SOLE |  | 0 | 0 | 298503 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 |  | 26573786 | 189312 | SH |  | SOLE |  | 0 | 0 | 189312 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 1504477 | 8197 | SH |  | SOLE |  | 0 | 0 | 8197 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 |  | 21328589 | 100083 | SH |  | SOLE |  | 0 | 0 | 100083 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 922908512 |  | 6580786 | 48660 | SH |  | SOLE |  | 0 | 0 | 48660 |
| VANGUARD INDEX FDS | MCAP GR IDXVIP | 922908538 |  | 343701 | 1912 | SH |  | SOLE |  | 0 | 0 | 1912 |
| VANGUARD INDEX FDS | SML CP GRW ETF | 922908595 |  | 4831410 | 24092 | SH |  | SOLE |  | 0 | 0 | 24092 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 922908611 |  | 11730494 | 73870 | SH |  | SOLE |  | 0 | 0 | 73870 |
| VANGUARD INDEX FDS | MID CAP ETF | 922908629 |  | 4729819 | 23207 | SH |  | SOLE |  | 0 | 0 | 23207 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 |  | 2130330 | 54652 | SH |  | SOLE |  | 0 | 0 | 54652 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 |  | 634709 | 12825 | SH |  | SOLE |  | 0 | 0 | 12825 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 7050217 | 93765 | SH |  | SOLE |  | 0 | 0 | 93765 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 3262324 | 77730 | SH |  | SOLE |  | 0 | 0 | 77730 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 20422904 | 188734 | SH |  | SOLE |  | 0 | 0 | 188734 |
| VANGUARD WORLD FDS | MATERIALS ETF | 92204A801 |  | 1839522 | 10808 | SH |  | SOLE |  | 0 | 0 | 10808 |
| VANGUARD WORLD FDS | CONSUM STP ETF | 92204A207 |  | 245401 | 1281 | SH |  | SOLE |  | 0 | 0 | 1281 |
| WALMART INC | COM | 931142103 |  | 345684 | 2438 | SH |  | SOLE |  | 0 | 0 | 2438 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 5571148 | 59419 | SH |  | SOLE |  | 0 | 0 | 59419 |
| WISDOMTREE TR | YIELD ENHANCD US | 97717X511 |  | 2401152 | 56299 | SH |  | SOLE |  | 0 | 0 | 56299 |
| WISDOMTREE TR | US MIDCAP DIVID | 97717W505 |  | 43142110 | 1048666 | SH |  | SOLE |  | 0 | 0 | 1048666 |
| WISDOMTREE TR | EMG MKTS SMCAP | 97717W281 |  | 21956441 | 499123 | SH |  | SOLE |  | 0 | 0 | 499123 |
| WISDOMTREE TR | US SMALLCAP DIVD | 97717W604 |  | 1917165 | 67411 | SH |  | SOLE |  | 0 | 0 | 67411 |
| WISDOMTREE TR | EUROPE SMCP DV | 97717W869 |  | 828396 | 15140 | SH |  | SOLE |  | 0 | 0 | 15140 |

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