Seth Timothy Raymond
Investment adviser representative at Financial Plans & Strategies, Inc.
10 yearsExperience
1 stateRegistered in
$610.6MFirm assets
10 yearsFirm in business
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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.Jan 2026 to now
- Myers and StaufferMay 2025 to Aug 2025
- Upper CrustAug 2023 to May 2025
- Butler UniversityAug 2022 to Apr 2026
- Indy Premier Soccer ClubDec 2018 to Apr 2025
- StudentApr 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8263046
- Firm CRD
- 123793