Bauer W Schmeltz
Investment adviser representative at Financial Plans & Strategies, Inc.
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$610.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Financial Plans & Strategies, Inc.Sep 2020 to now
- Charles Schwab & Co., Inc.May 2019 to Aug 2020
- Foresters Financial ServicesJun 2016 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (IN).
Financial Plans & Strategies, Inc.
$610.6MAssets managed
1,081Clients
6Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6641786
- Firm CRD
- 123793