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Michael Joseph Meiners

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana
Clean recordFINANCIAL PLANS & STRATEGIES, INC.
375 N. MADISON AVENUE, GREENWOOD, IN 46142-3636CRD# 331344Firm CRD# 123793

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Meiners · GREENWOOD, IN
Registration
CRD #331344 · FINANCIAL PLANS & STRATEGIES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Michael Joseph Meiners 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)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 331344
Firm CRD# 123793
View on FINRA BrokerCheck →

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Frequently Asked Questions

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

Evan James Stout
GREENWOOD, IN
Lara Karmel Desotel
GREENWOOD, IN
Bauer W Schmeltz
GREENWOOD, IN
Maggie Lynn Meiners
GREENWOOD, IN

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