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Lara Karmel Desotel

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
Clean recordFINANCIAL 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Lara Karmel Desotel 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
Introduction

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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# 3125966
Firm CRD# 123793
View on FINRA BrokerCheck →

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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.

Evan James Stout
GREENWOOD, IN
Bauer W Schmeltz
GREENWOOD, IN
Maggie Lynn Meiners
GREENWOOD, IN
Michael Joseph Meiners
GREENWOOD, IN

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