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Lara Karmel Desotel

Investment Adviser Representative at FINANCIAL PLANS & STRATEGIES, INC.

Greenwood, INCRD #3125966Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
13 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/9/2011
SIE
Securities Industry Essentials Examination
Passed 12/18/2015
Series 7
General Securities Representative Examination
Passed 7/28/2011
Series 51
Municipal Fund Securities Principal Examination
Passed 9/21/2012
Series 24
General Securities Principal Examination
Passed 6/7/2012

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Account minimum: $150,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Financial Plans & Strategies, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

FINANCIAL PLANS & STRATEGIES, INC.Current
10/6/2017Greenwood, IN
INVEST FINANCIAL CORPORATION
11/11/201112/18/2015Greenwood, IN

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Lara Karmel Desotel has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Lara Karmel Desotel - Financial Advisor in Greenwood, IN | AdvisorFinder