PLS Financial Services Inc.

Registered Principal Details

Business Or Interest:
PLS Financial provides management services for a diverse group of commonly owned companies in the retail financial services industry.

Lobbying Interests:
Legislative issues concerning and related to consumer finances and the retail financial services industry. Any efforts related to short term lending, auto title loans or installment loans.

CEO Name:
Bob Wolfberg
President

Contact
BW
Bob Wolfberg
One South Wacker Drive, 36th Floor
Chicago, IL 60606
(312) 491-7307
BWolfberg@plsemail.com
http://www.plsfinancial.com

Authorized Lobbyists

Lobbyist Name Exclusive Duties Authorized On Withdrawn On
Peggy Moede Exclusive Duties N/A Authorized On 1/14/2015 Withdrawn On N/A
Annie Early Exclusive Duties N/A Authorized On 1/14/2015 Withdrawn On N/A
Jeremey J Shepherd Exclusive Duties N/A Authorized On 1/14/2015 Withdrawn On N/A
George Ermert Exclusive Duties N/A Authorized On 1/14/2015 Withdrawn On N/A

Lobbying Interests

Legislative Bills/Resolutions

Assembly Bill 117
Assembly Bill 117
Relating to: pleading requirements under the Wisconsin Consumer Act.

Bill Text and History

2015 Wisconsin Act 155

None
Notification Date
11/9/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.
Assembly Bill 248
Assembly Bill 248
Relating to: incorporating financial literacy in public schools' curriculum and statewide standardized examinations and requiring that it be covered during orientation programs at the University of Wisconsin System and the technical colleges. (FE)

Bill Text and History

None
Notification Date
8/3/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Budget Bill Subjects

Financial Institutions
Biennial budget bill treatment of matter relating to
Financial Institutions

Notification Date
4/14/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Financial Institutions and Professional Standards
Biennial budget bill treatment of matter relating to
Financial Institutions and Professional Standards

Notification Date
4/14/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Topics Not Yet Assigned A Bill Or Rule Number

Short term consumer loans
Development, drafting or introduction of a proposal relating to
Short term consumer loans

Action Intended To Affect
Both Legislative matter and rule

Notification Date
1/14/2015
First Communication Date
N/A
Communication Information
The principal, a lobbyist authorized by the principal, or another individual acting on behalf of the principal do not intend to communicate on this matter.

Total Lobbying Effort

  2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
Total Lobbying Expenditures 2015
January - June
$61,200.00
2015
July - December
$61,200.00
2016
January - June
$43,200.00
2016
July - December
$43,200.00
Total $208,800.00
Total Hours Communicating 2015
January - June
63.00
2015
July - December
14.75
2016
January - June
2.75
2016
July - December
1.25
Total 81.75
Total Hours Other 2015
January - June
119.25
2015
July - December
25.75
2016
January - June
22.50
2016
July - December
9.25
Total 176.75

Percent Allocation of Lobbying Effort

Legislative Bills/Resolutions

No legislative bills/resolutions found.

Budget Bill Subjects

2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
10 %
2015
July - December
5 %
2016
January - June
2016
July - December
Total 8 %
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
75 %
2015
July - December
95 %
2016
January - June
2016
July - December
Total 68 %

Administrative Rulemaking Proceedings

No administrative rulemaking proceedings found.

Topics Not Yet Assigned A Bill Or Rule Number

2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
15 %
2015
July - December
2016
January - June
100 %
2016
July - December
90 %
Total 24 %

Minor Efforts

(Time spent on matters each of which accounted for less than 10% of the organization's lobbying.)

Minor Efforts
2015
January - June
2015
July - December
2016
January - June
2016
July - December
Total
2015
January - June
2015
July - December
2016
January - June
2016
July - December
10 %
Total < 1%

Other Matters

No other matters found.

Filed Statements of Lobbying Activity and Expenditures