AdvisorOS Directory
Claim Profile
BS

Bauer W Schmeltz

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
Unclaimed Profile
375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 6641786Firm CRD# 123793
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL PLANS & STRATEGIES, INC.
FINANCIAL PLANS & STRATEGIES, INC.
AUM
$550M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at FINANCIAL PLANS & STRATEGIES, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 6641786
Firm CRD# 123793
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREENWOOD?

Browse all registered financial advisors in GREENWOOD, Indiana or claim this profile if it's yours.

Browse GREENWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in GREENWOOD
Martin Joseph Armbruster — TREYBOURNE WEALTH PLANNERS, INC.Patrick Anthony Sherman — SHERMAN & ARMBRUSTER, INC.John David Grant — SHERMAN & ARMBRUSTER, INC.Stephanie Lynn Willison — TREYBOURNE WEALTH PLANNERS, INC.Brian Robert Bischoff — BISCHOFF WEALTH MANAGEMENT GROUP, LLC
Nearby cities in Indiana
INDIANAPOLIS (397)CARMEL (128)FORT WAYNE (127)EVANSVILLE (41)SOUTH BEND (37)
City Guides
INDIANAPOLIS GuideCARMEL GuideFORT WAYNE GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile