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Bauer W Schmeltz

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
SIE, Series 6, Series 7TO, Series 63, Series 65CFPClean record5 years registeredFINANCIAL PLANS & STRATEGIES, INC.
375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 6641786Firm CRD# 123793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bauer W Schmeltz · GREENWOOD, IN
Registration
CRD #6641786 · FINANCIAL PLANS & STRATEGIES, INC. · 5 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL PLANS & STRATEGIES, INC.
Oct 2020 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7TO
Series 63
Series 65
Registration record
First registered · October 10, 2020
Years registered · 5
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
FINANCIAL PLANS & STRATEGIES, INC.
CRD 123793 · SEC 801-107206
AUM
$550M
Regulatory assets under management
Employees
5
2,777 client accounts
Services offered by FINANCIAL PLANS & STRATEGIES, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at FINANCIAL PLANS & STRATEGIES, INC. →
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Frequently Asked Questions

What services does Bauer W Schmeltz offer?
Bauer W Schmeltz specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD, Indiana for a consultation.
What are Bauer W Schmeltz's credentials?
Bauer W Schmeltz holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bauer W Schmeltz located?
Bauer W Schmeltz is based in GREENWOOD, Indiana, working with FINANCIAL PLANS & STRATEGIES, INC.. Their office serves clients in the GREENWOOD metropolitan area and surrounding communities.
How does Bauer W Schmeltz charge for services?
Bauer W Schmeltz's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL PLANS & STRATEGIES, INC.?
FINANCIAL PLANS & STRATEGIES, INC. has approximately 5 employees and manages $550M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Michael Joseph Meiners
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