FINANCIAL PLANS & STRATEGIES, INC. of GREENWOOD, IN is an SEC-registered investment adviser (CRD 123793). Regulatory assets under management: $610.6M.
Compensation: % of AUM, Hourly, Fixed, Commissions.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Lara Karmel Desotel | CHIEF COMPLIANCE OFFICER | — |
| Maggie Lynn Meiners | COO | — |
| Bauer W Schmeltz | MEMBER | — |
| Michael Joseph Meiners | CEO | — |
| MEINERS MICHAEL JOSEPH | CEO; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| DESOTEL LARA KARMEL | CHIEF COMPLIANCE OFFICER | — |
| MEINERS MAGGIE LYNN | COO; SHAREHOLDER | — |
| STOUT EVAN JAMES | SHAREHOLDER | — |
| SCHMELTZ BAUER W | MEMBER | — |