FINANCIAL PLANS & STRATEGIES, INC.
CRD #123793 SEC #801-107206 GREENWOOD, IN 317-882-7675
SEC Registered
Total AUM
$460.5M
Discretionary
$460.5M
Employees
5
Clients
--
Accounts
827
Firm Details
- Organization Type
- Corporation
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Registrations
Federal
IA
Nov 24, 2025 REGISTERED
Notice Filings (15)
AZ CA CO FL GA IL IN KY MI NC OH SC TX WA WI
Address
375 N. MADISON AVENUEGREENWOOD, IN 46142-3636
United States
Phone: 317-882-7675