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).
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Total Assets Under Management153MILLION
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Total Number of Accounts872ACCOUNTS
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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
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.
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.
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.
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.