Kenneth
Schmidt
Financial Planning Services
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About this Advisor
Kenneth Schmidt is a financial advisor based in Fort Wayne, Indiana, working with Financial Planning Services. Kenneth has previously held positions at Self-Employed-Financial Planning Service, Financial Planning Services, and Royal Alliance Associates. Kenneth has passed the Series 63 regulatory exam and is registered to provide services in Indiana and Texas. Currently, Kenneth is part of Financial Planning Services, which operates out of Fort Wayne, Indiana. The firm has 5 employees and manages assets totaling $153.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Financial Planning Services includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Financial Planning Services Brokerage Details
$153,393,473
5
872
$175,910
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Kenneth Schmidt Work History
Royal Alliance Associates
Self-Employed-Financial Planning Service
Financial Planning Services
Disclosures
Please visit the SEC profile of Kenneth 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
Fort Wayne, IN
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