Unclaimed Profile

Evan James Stout

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana

Clean recordFINANCIAL PLANS & STRATEGIES, INC.

375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 7056507Firm CRD# 123793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Evan James Stout · GREENWOOD, IN

Registration

CRD #7056507 · FINANCIAL PLANS & STRATEGIES, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Evan James Stout 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

Speak with Evan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Evan is the right fit? Take our 2-minute quiz →

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# 7056507

Firm CRD# 123793

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Evan James Stout offer?

Evan James Stout specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD, Indiana for a consultation.

What are Evan James Stout's credentials?

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

Where is Evan James Stout located?

Evan James Stout 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 Evan James Stout charge for services?

Evan James Stout'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 →