Lara Karmel Desotel
Chief Compliance OfficerFinancial Plans & Strategies, Inc.CRD 3125966
About Lara Karmel Desotel
Lara Karmel Desotel is listed as Chief Compliance Officer at Financial Plans & Strategies, Inc. in Greenwood, IN. Form ADV reports a beneficial ownership band of 10-25%.
Reported ownership
Owns 10-25% of Financial Plans & Strategies, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lara Karmel Desotel work?
Lara Karmel Desotel is listed as Chief Compliance Officer at Financial Plans & Strategies, Inc. on SEC Form ADV.
How much of Financial Plans & Strategies, Inc. does Lara Karmel Desotel own?
Form ADV reports a beneficial ownership band of 10-25%.
Financial Plans & Strategies, Inc.
| Title | Chief Compliance Officer |
| Ownership | 10-25% |
| Control person | Yes |
| Since | 2017 |