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FINANCIAL INSTITUTION SERVICES, LLC

· CRD 145269 · IAPD ↗ · advicefam.com · 248-661-8190

$258.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

28
May 2026 — FINANCIAL INSTITUTION SERVICES, LLC changed its website from adviceman.net to advicefam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
53
March 2026 — FINANCIAL INSTITUTION SERVICES, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — FINANCIAL INSTITUTION SERVICES, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — FINANCIAL INSTITUTION SERVICES, LLC reported RAUM up 27% ($173.2M -> $220.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — FINANCIAL INSTITUTION SERVICES, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.