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Lara Karmel Desotel

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
SIE, Series 7, Series 24, Series 51, Series 66Clean record14 years registeredFINANCIAL PLANS & STRATEGIES, INC.
375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 3125966Firm CRD# 123793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lara Karmel Desotel · GREENWOOD, IN
Registration
CRD #3125966 · FINANCIAL PLANS & STRATEGIES, INC. · 14 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL PLANS & STRATEGIES, INC.
Oct 2017 – present
INVEST FINANCIAL CORPORATION
Nov 2011 – Dec 2015
GREENWOOD, IN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
Series 51
Series 66
Registration record
First registered · November 11, 2011
Years registered · 14
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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05

Frequently Asked Questions

What services does Lara Karmel Desotel offer?
Lara Karmel Desotel specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD, Indiana for a consultation.
What are Lara Karmel Desotel's credentials?
Lara Karmel Desotel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lara Karmel Desotel located?
Lara Karmel Desotel 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 Lara Karmel Desotel charge for services?
Lara Karmel Desotel'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
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Evan James Stout
GREENWOOD, IN
Maggie Lynn Meiners
GREENWOOD, IN
Michael Joseph Meiners
GREENWOOD, IN
CFP

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