Unclaimed Profile

Michael Joseph Meiners

FINANCIAL PLANS & STRATEGIES, INC.·GREENWOOD, Indiana

SIE, Series 1, Series 24, Series 53, Series 63, Series 65CFP27 years registeredFINANCIAL 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. · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FINANCIAL PLANS & STRATEGIES, INC.

INVEST FINANCIAL CORPORATION

Nov 2008 – Dec 2015

GREENWOOD, IN

FINANCIAL PLANS & STRATEGIES, INC.

Mar 2003 – Mar 2025

GREENWOOD, IN

FINANCIAL PLANS & STRATEGIES, INC.

Dec 1998 – Dec 2002

GREENWOOD, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 24

Series 53

Series 63

Series 65

Registration record

First registered · December 10, 1998

Years registered · 27

Professional designation · CFP

Disclosure History

1976Civil·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

FINANCIAL PLANS & STRATEGIES, INC.

CRD 123793 · SEC 801-107206

AUM

$550M

Regulatory assets under management

Employees

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 Michael Joseph Meiners offer?

Michael Joseph Meiners specializes in Financial Planning, Investment Management.

What are Michael Joseph Meiners's credentials?

Michael Joseph Meiners holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael Joseph Meiners located?

Michael Joseph Meiners is based in GREENWOOD, Indiana, last registered with FINANCIAL PLANS & STRATEGIES, INC..

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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