← Back to searchVisit website
FINANCIAL PLANNING SERVICES
SCHMIDT, JACOB AARON
CRD 121034 · SEC 801-123630
6920 POINTE INVERNESS WAY, STE 170, FORT WAYNE, IN, 46804, United States
Phone
260-469-3218
Fax
260-469-3220
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$212.6M
Discretionary AUM
$212.1M
Team
7 total employees; 7 advisory reps; 8 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 425 | $98.5M |
| High net worth individuals | 58 | $99.0M |
| Charitable organizations | 4 | $3.8M |
| Corporations/business entities | 2 | $11.3M |
States served
IL, IN, MI, OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD