# FINANCIAL PLANS & STRATEGIES, INC.

FINANCIAL PLANS & STRATEGIES, INC. of GREENWOOD, IN is an SEC-registered investment adviser.

## Registration

- CRD: 123793
- Type: SEC-registered investment adviser
- SEC file number: 801-107206
- Location: 375 N. MADISON AVENUE, GREENWOOD, IN, 46142-3636
- Phone: 317-882-7675
- Latest filing: 2026-07-29
- Regulatory AUM: $610.6M
- Discretionary AUM: $601.4M
- Non-discretionary AUM: $9.2M
- Clients: 12
- Accounts: 1,081

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| [Lara Karmel Desotel](https://search.stillhousedata.com/person/661905) | CHIEF COMPLIANCE OFFICER | — |
| [Maggie Lynn Meiners](https://search.stillhousedata.com/person/661906) | COO | — |
| [Bauer W Schmeltz](https://search.stillhousedata.com/person/661907) | MEMBER | — |
| [Michael Joseph Meiners](https://search.stillhousedata.com/person/723690) | CEO | — |
| [MEINERS MICHAEL JOSEPH](https://search.stillhousedata.com/person/837252) | CEO; PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| [DESOTEL LARA KARMEL](https://search.stillhousedata.com/person/849674) | CHIEF COMPLIANCE OFFICER | — |
| [MEINERS MAGGIE LYNN](https://search.stillhousedata.com/person/849675) | COO; SHAREHOLDER | — |
| [STOUT EVAN JAMES](https://search.stillhousedata.com/person/873859) | SHAREHOLDER | — |
| [SCHMELTZ BAUER W](https://search.stillhousedata.com/person/883829) | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/123793/brochure
- Similar advisers: https://search.stillhousedata.com/firm/123793/similar
- Related entities: https://search.stillhousedata.com/firm/123793/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/123793

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.