Financial Plans & Strategies, Inc.

Financial Plans & Strategies, Inc. (CRD# 123793) is a financial advisory firm headquartered in Greenwood, IN. They manage $308,482,821 in 1,806 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    308
    MILLION
  • Total Number of Accounts
    1,806
    ACCOUNTS
  • Average Account Value
    $170,810
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 - 4 of 4 top financial advisors.
1
Lara K. Desotel
CRD#: 3125966
375 N. Madison Avenue, Greenwood, IN 46142
93
Wealthminder
score

Lara Desotel (CRD# 3125966) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 6 years of experience in the finance industry.

2
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 20 years of experience in the finance industry.

3
Maggie L. Meiners
CRD#: 4822892
375 N. Madison Avenue, Greenwood, IN 46142
90
Wealthminder
score

Maggie Meiners (CRD# 4822892) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in Greenwood, IN and has over 5 years of experience in the finance industry.

4
Michael J. Meiners
CRD#: 331344
,
66
Wealthminder
score

Michael Meiners (CRD# 331344) is an Investment Advisor Representative working at Financial Plans & Strategies, Inc. in , and has over 37 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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