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
Firm Details
- Organization Type
- Sole Proprietorship
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, JACOB, AARON | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 9, 2025 REGISTERED
Notice Filings (6)
FL IL IN MI OH TX
Address
6920 POINTE INVERNESS WAYSTE 170
FORT WAYNE, IN 46804
United States
Phone: 260-469-3218