# PLAN & ACT

> FINRA firm 148453 · ACTIVE · BUENA VISTA, CO

## Key facts

- **FINRA firm ID:** 148453
- **Firm name:** PLAN & ACT
- **Other names:** FINANCIAL STAGES, LLC, PLAN AND ACT, PLAN & ACT, PEOPLE'S FINANCIAL ADVISOR, FINANCIALADVICE4ME, LLC
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-69786
- **Branches:** 2
- **Has disclosure events:** No
- **Headquarters:** BUENA VISTA, CO, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/148453

## Citation

> FINRA BrokerCheck, firm 148453 (PLAN & ACT). Retrieved via AI Analytics 2026-06-26 from https://api.ai-analytics.org/broker/148453.

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*[FINRA firms dataset](/datasets/finra-firms) · CC0 1.0*