Kenneth Schmidt
Kenneth Schmidt is a CFP, ChFC-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 43 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 489 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.25% |
| $1.0M - $1.3M | 1.15% |
| $1.3M - $2.0M | 1.15% |
| $2.0M - $5.0M | 0.92% |
| $5M+ | 0.75% |
Fees are negotiable. Maximum rates from the disclosed ranges were used for the schedule.
Fee Estimator
Location
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN, 46804
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth uses the sale of insurance products as part of the implementation of financial plans and owns an investment-related business since 1983, dedicating a few hours per week. He also serves on the board of trustees for Olivet Nazarene University, is a board member for Covington Manor Homeowner's Association, and is a director for Northwest Nazarene University Foundation, Inc., dedicating minimal time to each.
Employment History
Current Registrations
Financial Planning Services
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
1st Global Capital CORP.Broker
1st Global Advisors INC
American United Life Insurance CompanyBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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