Jacob Schmidt (CRD# 5940697) is an Investment Advisor Representative working at Financial Planning Services in Fort Wayne, IN and has over 10 years of experience in the finance industry. Jacob Schmidt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5440171
Secure Asset Management, LLC
CRD# 1200534
Raymond James & Associates, Inc.
CRD# 2362499
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Fort Wayne, IN | Jan 2015 - Current | 9 |
| Lincoln Financial Group | Denver, CO | May 2011 - Dec 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- IN
- TX
-
Total Assets Under Management153MILLIONS
-
Total Number of Accounts872ACCOUNTS
-
Average Account Value$175,910
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
IN, OH, TX
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