Financial Plans & Strategies, Inc.

Financial Plans & Strategies, Inc. (CRD# 123793) is a financial advisory firm headquartered in Greenwood, IN. They manage $549,874,500 in 2,777 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    550
    MILLION
  • Total Number of Accounts
    2,777
    ACCOUNTS
  • Average Account Value
    $198,010
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, FL, GA, IL, IN, MI, NC, OH, SC, TX, WI

Financial Advisors at Financial Plans & Strategies, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Lara K. Desotel
CRD#: 3125966
375 N. Madison Avenue, Greenwood, IN 46142

Lara Desotel (CRD# 3125966) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 12 years of experience in the finance industry.

2
Maggie L. Meiners
CRD#: 4822892
375 N. Madison Avenue, Greenwood, IN 46142

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.

3
Michael J. Meiners
CRD#: 331344
375 N. Madison Avenue, Greenwood, IN 46142

Michael Meiners (CRD# 331344) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 43 years of experience in the finance industry.

4
Maxwell A. Bigler
CRD#: 7663984
375 N. Madison Avenue, Greenwood, IN 46142

Maxwell Bigler (CRD# 7663984) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has 1 year of experience in the finance industry.

5
Christian P. Carleton
CRD#: 7842346
375 N. Madison Avenue, Greenwood, IN 46142

Christian Carleton (CRD# 7842346) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has 1 year of experience in the finance industry.

6
Bauer W. Schmeltz
CRD#: 6641786
375 N. Madison Avenue, Greenwood, IN 46142

Bauer Schmeltz (CRD# 6641786) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 7 years of experience in the finance industry.

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