Kenneth Schmidt
Kenneth Schmidt is a CFP, ChFC-designated registered investment advisor at Financial Planning Services, based in Fort Wayne, IN, with 42 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 472 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Planning Services offers investment management through the Advisor Managed Portfolios program. The fee is a percentage of your account balance, charged quarterly. The exact percentage varies, but the table below shows the minimum and maximum fees you might pay depending on the size of your account. You may also pay separate transaction charges for trades.
Location
6920 Pointe Inverness Way, Ste 170, Fort Wayne, IN, 46804
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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.