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Maggie Lynn Meiners

Investment Adviser Representative at FINANCIAL PLANS & STRATEGIES, INC.

Greenwood, INCRD #4822892Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Indiana
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/21/2015
Series 63
Uniform Securities Agent State Law Examination
Passed 5/7/2013
SIE
Securities Industry Essentials Examination
Passed 9/11/2015
Series 7
General Securities Representative Examination
Passed 6/4/2013

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
8/18/2016Greenwood, IN
VANGUARD ADVISERS INC
4/23/20159/11/2015Charlotte, NC

Official records & sources

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

Other advisors at FINANCIAL PLANS & STRATEGIES, INC.

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View FINANCIAL PLANS & STRATEGIES, INC. firm profile
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. Maggie Lynn Meiners 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.

Maggie Lynn Meiners - Financial Advisor in Greenwood, IN | AdvisorFinder