Michael
Meiners

Financial Plans & Strategies, Inc

CRD#331344
Investment Advisor
in Greenwood, IN

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About this Advisor

Michael Meiners is a certified financial planner based in Greenwood, Indiana who has 20 years of industry experience. Meiners works at Financial Plans & Strategies, Inc. Their career trajectory has included roles at Financial Planning Investments, Inc, Michael J. Meiners, Atty, Financing Plans & Strategies, Inc and Invest Financial Corporation. Meiners has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Indiana. Financial Plans & Strategies, Inc is a registered investment business based in Greenwood, IN. It has a total of six advisors. It administers $431 million in assets under management between its 1,123 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,123 client accounts, just 12% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules depend on which services are provided. Fee types billed by Financial Plans & Strategies, Inc likely consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

20 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

375 N. Madison Avenue
Greenwood, IN 46142-3636

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Financial Plans & Strategies, Inc Brokerage Details

Total Assets Under Management

$431,298,514

IN Average: $1,347,246,178
Total Number of Employees

6

IN Average: 46
Total Number of Accounts

1,123

IN Average: 1,775
Average Account Size

$384,059

IN Average: $759,012

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Michael Meiners Work History

Michael has been registered as a financial advisor for 20 years.*

1982 - Present (42 years)

Financial Planning Investments, Inc

1982 - Present (42 years)

Financing Plans & Strategies, Inc

1973 - Present (51 years)

Michael J. Meiners, Atty

2008 - 2015 (7 years)

Invest Financial Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Meiners 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

Maggie Meiners
Greenwood, IN
Salvador Perez
Greenwood, IN
Bauer Schmeltz
Greenwood, IN
Evan Stout
Greenwood, IN
Lara Desotel
Greenwood, IN
Michael Meiners
Greenwood, IN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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