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Inactive

Grant T Nailor

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 2025-01-09
  • IN RA
    APPROVED
    Since 2025-01-09

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 01/2024 Present
Student Mundelein IL 08/2014 02/2019
Pine Meadow Golf Club Mundelein IL 02/2019 08/2023
Amazon Mundelein IL 06/2022 08/2022
Grayslake Park District Golf Course Grayslake IL 05/2023 08/2023
4 Birds Bakery Indianapolis IN 08/2022 12/2022
Ritz Charles Carmel IN 08/2023 12/2023
Aon Indianapolis IN 05/2024 08/2024
  • 01/2024 → Present
    Financial Plans & Strategies, Inc.
    Greenwood, IN
  • 08/2014 → 02/2019
    Student
    Mundelein, IL
  • 02/2019 → 08/2023
    Pine Meadow Golf Club
    Mundelein, IL
  • 06/2022 → 08/2022
    Amazon
    Mundelein, IL
  • 05/2023 → 08/2023
    Grayslake Park District Golf Course
    Grayslake, IL
  • 08/2022 → 12/2022
    4 Birds Bakery
    Indianapolis, IN
  • 08/2023 → 12/2023
    Ritz Charles
    Carmel, IN
  • 05/2024 → 08/2024
    Aon
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-09
  • S65 Uniform Investment Adviser Law Examination
    2025-01-09

View on SEC IAPD

Other Firms

KOON FINANCIAL PLANNING & CONSULTING/KFP&C
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
MAGGIE LYNN MEINERS
BAUER W SCHMELTZ
Maxwell Alexander Bigler
SETH TIMOTHY RAYMOND
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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