Financial Planning Services

Financial Planning Services (CRD# 121034) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $153,393,473 in 872 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804
https://www.facebook.com/tobuildwealth
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $175,910
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, OH, TX

Financial Advisors at Financial Planning Services
Showing 1 - 4 of 4 top financial advisors.
1
Robert Macke, financial advisor Fort Wayne IN
Robert R. Macke
CRD#: 2896986
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804

Robert Macke (CRD# 2896986) is an Investment Advisor Representative working at Financial Planning Services in Fort Wayne, IN and has over 26 years of experience in the finance industry.

2
Jacob Schmidt, financial advisor Fort Wayne IN
Jacob A. Schmidt
CRD#: 5940697
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804

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.

3
Kenneth Schmidt, financial advisor Fort Wayne IN
Kenneth P. Schmidt
CRD#: 1161772
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804

Kenneth Schmidt (CRD# 1161772) is an Investment Advisor Representative working at Financial Planning Services in Fort Wayne, IN and has over 40 years of experience in the finance industry.

4
Cody Robinson, financial advisor Fort Wayne IN
Cody J. Robinson
CRD#: 6950296
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN 46804

Cody Robinson (CRD# 6950296) is an Investment Advisor Representative working at Financial Planning Services in Fort Wayne, IN and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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