AdvisorOS Directory
Claim Profile
Unclaimed Profile
MM

Maggie Lynn Meiners

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
SIE, Series 7, Series 63, Series 65Clean record11 years registeredFINANCIAL PLANS & STRATEGIES, INC.
375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 4822892Firm CRD# 123793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Maggie Lynn Meiners · GREENWOOD, IN
Registration
CRD #4822892 · FINANCIAL PLANS & STRATEGIES, INC. · 11 years registered
Brand Profile
Not yet started
01

Career History

FINANCIAL PLANS & STRATEGIES, INC.
Aug 2016 – present
VANGUARD ADVISERS INC
Apr 2015 – Sep 2015
CHARLOTTE, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 23, 2015
Years registered · 11
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

Speak with Maggie

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

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

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
05

Frequently Asked Questions

What services does Maggie Lynn Meiners offer?
Maggie Lynn Meiners specializes in Financial Planning, Investment Management. Contact their office in GREENWOOD, Indiana for a consultation.
What are Maggie Lynn Meiners's credentials?
Maggie Lynn Meiners is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Maggie Lynn Meiners located?
Maggie Lynn Meiners 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 Maggie Lynn Meiners charge for services?
Maggie Lynn Meiners'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 at FINANCIAL PLANS & STRATEGIES, INC.

Bauer W Schmeltz
GREENWOOD, IN
CFP
Evan James Stout
GREENWOOD, IN
Lara Karmel Desotel
GREENWOOD, IN
Michael Joseph Meiners
GREENWOOD, IN
CFP

More Advisors in GREENWOOD, Indiana

Brian Robert Bischoff
BISCHOFF WEALTH MANAGEMENT GROUP, LLC·GREENWOOD, IN
Timothy Eugene Voegele
TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, IN
CFPCFA
Stephanie Lynn Willison
TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, IN
Martin Joseph Armbruster
TREYBOURNE WEALTH PLANNERS, INC.·GREENWOOD, IN

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Indiana
INDIANAPOLIS (230)FORT WAYNE (92)CARMEL (82)EVANSVILLE (30)SOUTH BEND (20)KOKOMO (17)AUBURN (16)FISHERS (14)WINONA LAKE (14)COLUMBUS (12)
City Guides
INDIANAPOLIS GuideFORT WAYNE GuideCARMEL GuideEVANSVILLE GuideSOUTH BEND Guide
Research
Advisor Fees in IndianaNational Fee Analysis
Request removal of this profile