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. Kenneth 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
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates | Fort Wayne, IN | Nov 2005 - Current | 18 |
| Self-employed-financial Planning Service | Ft Wayne, IN | May 1983 - Current | 40 |
| Financial Planning Services | Ft Wayne, IN | Feb 1983 - Current | 41 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1983 |
- 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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