Christian
Carleton
Financial Plans & Strategies, Inc
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About this Advisor
Christian Carleton is a financial advisor based in Greenwood, Indiana, working with Financial Plans & Strategies, Inc. Christian has previously held positions at Financial Plans & Strategies, Inc, Butler University, and Student. Christian has passed the Series 65 regulatory exam and is registered to provide services in Indiana. Currently, Christian is part of Financial Plans & Strategies, Inc, which operates out of Greenwood, Indiana. The firm has 1 office and 5 employees. The firm manages assets totaling $549.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Financial Plans & Strategies, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Plans & Strategies, Inc Brokerage Details
$549,874,500
5
2,777
$198,010
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Christian Carleton Work History
Financial Plans & Strategies, Inc
Butler University
Student
Disclosures
Please visit the SEC profile of Christian Carleton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Plans & Strategies, Inc
Greenwood, IN
Greenwood, IN
Greenwood, IN
Greenwood, IN
Greenwood, IN
Greenwood, IN
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