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Maggie Lynn Meiners

Financial Plans & Strategies, Inc.

Greenwood, IN

CRD 4822892

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Employer firm

Financial Plans & Strategies, Inc. CRD 123793

$611M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Financial Plans & Strategies, Inc.

375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2016-08-18
  • IN RA
    APPROVED
    Since 2016-08-18

Branch Locations

375 N. Madison Avenue, Greenwood, IN 46142-3636 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Plans & Strategies, Inc. Greenwood IN 12/2015 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-04-21
S63 Uniform Securities Agent State Law Examination 2013-05-07
  • S65 Uniform Investment Adviser Law Examination
    2015-04-21
  • S63 Uniform Securities Agent State Law Examination
    2013-05-07

View on SEC IAPD

Nearby Firms

KOON FINANCIAL PLANNING & CONSULTING/KFP&C
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Nearby Investors

LARA KARMEL DESOTEL
CHRISTIAN PARKER CARLETON
GRANT T NAILOR

Nearby Offices

KOON FINANCIAL PLANNING & CONSULTING/KFP&C · GREENWOOD, IN
LPL FINANCIAL LLC · GREENWOOD, IN
LPL ENTERPRISE, LLC · GREENWOOD, IN

More in Greenwood, IN

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