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).
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Total Assets Under Management550MILLION
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Total Number of Accounts2,777ACCOUNTS
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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, MI, NC, OH, SC, TX, WI
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.
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.
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.
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.
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.
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.