Unclaimed Profile

Bauer W Schmeltz

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana

Clean recordFINANCIAL 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Bauer W Schmeltz is a registered financial advisor based in GREENWOOD, Indiana, affiliated with FINANCIAL PLANS & STRATEGIES, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

FINANCIAL PLANS & STRATEGIES, INC.

AUM

$550M

Regulatory assets under management

Employees

Total firm employees

View all advisors at FINANCIAL PLANS & STRATEGIES, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Regulatory

SEC/IARD CRD# 6641786

Firm CRD# 123793

View on FINRA BrokerCheck →

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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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

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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