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Financial ADVSR advisor directory · SEC adviser records

Financial Plans & Strategies, Inc. financial advisors in Greenwood, IN

Every SEC-registered investment adviser representative at a Financial Plans & Strategies, Inc. office in Greenwood, A to Z.

The short answer

5 registered advisors work at Financial Plans & Strategies, Inc. in Greenwood, out of 5 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.

Financial Plans & Strategies, Inc. advisors in Greenwood, A to Z

Every Financial Plans & Strategies, Inc. advisor →

Financial Plans & Strategies, Inc. advisors in every city and state →Financial Plans & Strategies, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Other firms in Greenwood

All Greenwood advisors →

Raymond James & Associates, Inc. 19Edward Jones 13Thrivent Investment Management Inc. 9Osaic Wealth, Inc. 8LPL Financial LLC 6Fifth Third Securities, Inc. 5J.P. Morgan Securities LLC 5Ameriprise Financial Services, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Marian Investor Coaching, Inc. 3Mwa Financial Services Inc. 3

Questions

How many financial advisors does Financial Plans & Strategies, Inc. have in Greenwood?

5 investment adviser representatives are registered at Financial Plans & Strategies, Inc. offices in Greenwood, Indiana, according to the SEC's Investment Adviser Public Disclosure records, out of 5 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Is Financial Plans & Strategies, Inc. one of the largest advisor employers in Greenwood?

Financial Plans & Strategies, Inc. ranks number 7 in Greenwood by registered advisors; Raymond James & Associates, Inc. has the most, with 19.

How do I check a Financial Plans & Strategies, Inc. advisor in Greenwood?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Financial Plans & Strategies, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.