Bauer W Schmeltz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2016 → 02/2017
  Foresters Financial Services
  Indianapolis, IN
• 02/2017 → 04/2019
  Foresters Financial Services
  Indianapolis, IN
• 05/2019 → 08/2020
  Charles Schwab & Co., Inc.
  Indianapolis, IN
• 09/2020 → Present
  Financial Plans & Strategies, Inc.
  Greenwood, IN

Other Businesses

Financial Planning Investments Inc. Greenwood IN Owner/Insurance Agent Since 10/2025 Not Investment Related MVMT House Indianapolis IN Investor/Shareholder Since 10/2025 Not Investment related

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-10
• S63 Uniform Securities Agent State Law Examination
  2016-07-19

Designations

• Certified Financial Planner