Financial Plans & Strategies, Inc.

Financial Plans & Strategies, Inc. (CRD# 123793) is a financial advisory firm headquartered in Greenwood, IN. They manage $186,672,338 in 1,203 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    1,203
    ACCOUNTS
  • Average Account Value
    $155,172
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, FL, IL, IN

Financial Advisors at Financial Plans & Strategies, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Angela R. Sodrel
CRD#: 3011261
375 N. Madison Avenue, Greenwood, IN 46142
93
Wealthminder
score

Angela Sodrel (CRD# 3011261) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 18 years of experience in the finance industry.

2
Michael J. Meiners
CRD#: 331344
375 N. Madison Avenue, Greenwood, IN 46142
66
Wealthminder
score

Michael Meiners (CRD# 331344) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 35 years of experience in the finance industry. Michael Meiners has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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