Maggie Meiners (CRD# 4822892) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 10 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Financial Plans & Strategies, Inc. | Greenwood, IN | Dec 2015 - Current | 8 |
| The Vanguard Group, Inc. | Charlotte, NC | Apr 2013 - Dec 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
- IN
-
Total Assets Under Management550MILLIONS
-
Total Number of Accounts2,777ACCOUNTS
-
Average Account Value$198,010
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, CO, FL, GA, IL, IN, KY, MI, NC, OH, SC, TX, WI
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