SCHMIDT, JACOB AARON
Legal name: FINANCIAL PLANNING SERVICES
CRD #121034 SEC #801-123630 FORT WAYNE, IN 260-469-3218
SEC Registered
Total AUM
$179.2M
Discretionary
$176.2M
Employees
7
Clients
51
Accounts
957
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $179.2M | $176.2M | $3M | 7 | 4 |
| Mar 2025 | $179.2M | $176.2M | $3M | 7 | 4 |
| Jan 2025 | $153.4M | $150.7M | $2.7M | 5 | 7 |
| Sep 2024 | $153.4M | $150.7M | $2.7M | 5 | 7 |
| Feb 2024 | $153.4M | $150.7M | $2.7M | 5 | 7 |
| Sep 2023 | $98.3M | $94.4M | $3.9M | 5 | 4 |
| Aug 2023 | $98.3M | $94.4M | $3.9M | 4 | 4 |
| Feb 2023 | $98.3M | $94.4M | $3.9M | 4 | 4 |
| Jan 2023 | $115.1M | $110M | $5.1M | 4 | 10 |
| Apr 2022 | $115.1M | $110M | $5.1M | 4 | 10 |
| Mar 2022 | $115.1M | $110M | $5.1M | 4 | 10 |
DateApr 2025
Total AUM$179.2M
Discretionary$176.2M
Non-Disc.$3M
Employees7
Clients4
DateMar 2025
Total AUM$179.2M
Discretionary$176.2M
Non-Disc.$3M
Employees7
Clients4
DateJan 2025
Total AUM$153.4M
Discretionary$150.7M
Non-Disc.$2.7M
Employees5
Clients7
DateSep 2024
Total AUM$153.4M
Discretionary$150.7M
Non-Disc.$2.7M
Employees5
Clients7
DateFeb 2024
Total AUM$153.4M
Discretionary$150.7M
Non-Disc.$2.7M
Employees5
Clients7
DateSep 2023
Total AUM$98.3M
Discretionary$94.4M
Non-Disc.$3.9M
Employees5
Clients4
DateAug 2023
Total AUM$98.3M
Discretionary$94.4M
Non-Disc.$3.9M
Employees4
Clients4
DateFeb 2023
Total AUM$98.3M
Discretionary$94.4M
Non-Disc.$3.9M
Employees4
Clients4
DateJan 2023
Total AUM$115.1M
Discretionary$110M
Non-Disc.$5.1M
Employees4
Clients10
DateApr 2022
Total AUM$115.1M
Discretionary$110M
Non-Disc.$5.1M
Employees4
Clients10
DateMar 2022
Total AUM$115.1M
Discretionary$110M
Non-Disc.$5.1M
Employees4
Clients10