The Insurance Shoppe, Financial Security Planning Inc
Lynn Alan Simon
This entry summarizes public reporting and government filings. Charges and civil complaints are allegations unless a court has entered a conviction or judgment — check the source for the current status.
- Company / entity
- The Insurance Shoppe, Financial Security Planning Inc
- Industry
- Unregistered securities sold by investment adviser/insurance agent
- How investors were recruited
- Evansville-area residents
- Pitch & red flags
- sold promissory notes promising "a rate of return at a specified maturity date"; said money was going to investments or insurance companies but bank records showed none