Best Investors Account Sign in
Inactive

Lara Karmel Desotel

Financial Plans & Strategies, Inc.

Greenwood, IN

Firestone, CO

CRD 3125966

Claim This Profile
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
CO RA APPROVED 2026-08-18
IN RA APPROVED 2017-10-06
  • CO RA
    APPROVED
    Since 2026-08-18
  • IN RA
    APPROVED
    Since 2017-10-06

Branch Locations

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

Firestone, CO • 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. Firestone CO 12/2015 Present
Previous Registrations
  • 2011-11-11 → 2015-12-18
    Invest Financial Corporation
    Greenwood, IN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-09
  • S66 Uniform Combined State Law Examination
    2011-11-09

View on SEC IAPD

Nearby Firms

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

Nearby Investors

CHRISTIAN PARKER CARLETON
GRANT T NAILOR
MAGGIE LYNN MEINERS

Nearby Offices

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

More in Greenwood, IN

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor