Jacob
Schmidt
Financial Planning Services
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About this Advisor
Jacob Schmidt is a certified financial planner working in Fort Wayne, Indiana, who has 8 years of industry experience. Schmidt is an employee of Financial Planning Services. During their career, the advisor has held roles at Lincoln Financial Group and Royal Alliance. Schmidt maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Indiana and Texas. Financial Planning Services is a financial advisory business that has its headquarters in Fort Wayne, IN. It oversees $98 million in assets under management across its 677 accounts, placing it among the smaller firms in the country by assets under management. The firm provides services to one charitable organizations. Of its 677 customer accounts, just 8% are held by high-net-worth investors who have at least $1 million in assets. Financial Planning Services has a set of services, such as financial planning services, portfolio management for individuals and small businesses and educational seminars. A financial advisor's fee schedules typically are based on which service is provided. However, fees billed by Financial Planning Services can include any blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Planning Services Brokerage Details
$98,308,566
4
677
$145,212
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Jacob Schmidt Work History
Jacob has been registered as a financial advisor for 8 years.*
Royal Alliance
Lincoln Financial Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jacob Schmidt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Financial Planning Services
Fort Wayne, IN
Fort Wayne, IN
Fort Wayne, IN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
