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Lara Karmel Desotel

Chief Compliance OfficerFinancial Plans & Strategies, Inc.CRD 3125966

About Lara Karmel Desotel

Lara Karmel Desotel is listed as Chief Compliance Officer at Financial Plans & Strategies, Inc. in Greenwood, IN. Form ADV reports a beneficial ownership band of 10-25%.

Reported ownership

Owns 10-25% of Financial Plans & Strategies, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lara Karmel Desotel work?

Lara Karmel Desotel is listed as Chief Compliance Officer at Financial Plans & Strategies, Inc. on SEC Form ADV.

How much of Financial Plans & Strategies, Inc. does Lara Karmel Desotel own?

Form ADV reports a beneficial ownership band of 10-25%.

Financial Plans & Strategies, Inc.

TitleChief Compliance Officer
Ownership10-25%
Control personYes
Since2017