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Evan James Stout

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
Series 65Clean record7 years registeredFINANCIAL 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. · 7 years registered
Brand Profile
Not yet started
01

Career History

CHOREO, LLC
Oct 2023 – present
FINANCIAL PLANS & STRATEGIES, INC.
Dec 2018 – May 2023
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · December 20, 2018
Years registered · 7
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. →
Introduction

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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.
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Other Advisors at FINANCIAL PLANS & STRATEGIES, INC.

Bauer W Schmeltz
GREENWOOD, IN
CFP
Lara Karmel Desotel
GREENWOOD, IN
Maggie Lynn Meiners
GREENWOOD, IN
Michael Joseph Meiners
GREENWOOD, IN
CFP

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