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Inactive

Seth Timothy Raymond

Financial Plans & Strategies, Inc.

Greenwood, IN

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Current Employers
Financial Plans & Strategies, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-07-17
  • IN RA
    APPROVED
    Since 2026-07-17

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 04/2026 Present
Student Indianapolis IN 04/2016 12/2018
Indy Premier Soccer Club Noblesville IN 12/2018 04/2025
Upper Crust Columbia MO 08/2023 05/2025
Myers And Stauffer Indianapolis IN 05/2025 08/2025
Financial Plans & Strategies, Inc. Greenwood IN 01/2026 04/2026
Butler University Indianapolis IN 08/2022 04/2026
  • 04/2026 → Present
    Financial Plans & Strategies, Inc.
    Greenwood, IN
  • 04/2016 → 12/2018
    Student
    Indianapolis, IN
  • 12/2018 → 04/2025
    Indy Premier Soccer Club
    Noblesville, IN
  • 08/2023 → 05/2025
    Upper Crust
    Columbia, MO
  • 05/2025 → 08/2025
    Myers And Stauffer
    Indianapolis, IN
  • 01/2026 → 04/2026
    Financial Plans & Strategies, Inc.
    Greenwood, IN
  • 08/2022 → 04/2026
    Butler University
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-17
  • S65 Uniform Investment Adviser Law Examination
    2026-07-17

View on SEC IAPD

Other Firms

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LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
PNC WEALTH MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

LARA KARMEL DESOTEL
CHRISTIAN PARKER CARLETON
GRANT T NAILOR
MAGGIE LYNN MEINERS
BAUER W SCHMELTZ
Maxwell Alexander Bigler
Evan Scott Fruits
WALTER LEWIS KOON

Other Offices

KOON FINANCIAL PLANNING & CONSULTING/KFP&C · GREENWOOD, IN
LPL FINANCIAL LLC · GREENWOOD, IN
LPL ENTERPRISE, LLC · GREENWOOD, IN
EDWARD JONES · GREENWOOD, IN
CETERA INVESTMENT ADVISERS LLC · Greenwood, IN
PNC WEALTH MANAGEMENT LLC · GREENWOOD, IN
AMERIPRISE FINANCIAL SERVICES, LLC · GREENWOOD, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Greenwood, IN

More in Greenwood, IN

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