| Name | Title | Ownership | Since |
|---|---|---|---|
| Bauer W Schmeltz | Member | 25-50% | 2020 |
| Lara Karmel Desotel Control | Chief Compliance Officer | 10-25% | 2017 |
| Maggie Lynn Meiners | Coo | 50-75% | 2017 |
Financial Plans & Strategies, Inc. reports $460.5 million in regulatory assets under management on its Form ADV.
Financial Plans & Strategies, Inc. reports 5 employees.
Financial Plans & Strategies, Inc. is based in Greenwood, IN and has been SEC-registered since 2016.
Financial Plans & Strategies, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 375 N. Madison Avenue, Greenwood, IN 46142-3636 |
| Phone | 317-882-7675 |
| Fax | 317-882-5981 |
| Office hours | 8:15 a.m. - 4:15 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $460.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $460.5M |