Marlin Schmidt
Marlin Schmidt is a CFP-designated registered investment advisor at Creative Financial Planning Advisors, INC., based in South Bend, IN, with 50 years of industry experience. Marlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 77 clients with $29M 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 $30K | 2.00% |
| $30K - $75K | 1.75% |
| $75K - $150K | 1.50% |
| $150K - $500K | 1.00% |
| $500K - $1000K | 0.75% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
All fees are subject to negotiation with each client.
Fee Estimator
Location
914 Lincoln Way West, Suite 212, South Bend, IN, 46614-5565
Get directionsHistory
Regulatory History (2)
Regulatory
January 2001Regulatory
October 1986Other Business ActivitiesSells Insurance
Marlin is an insurance agent servicing existing contracts and selling life insurance, dedicating a few hours per week to the latter. He is also an Investment Advisor Representative and leases railroad tank cars, and teaches fitness at Indiana University South Bend.
Employment History
Current Registrations
Creative Financial Planning Advisors, INC.
Previous Registrations
Questar Asset Management, INC.
Questar Capital Corporation
Questar Capital CorporationBroker
Bts Asset Management, INC.
Spectrum Investment Services, INC.Broker
Securities America, INC.Broker
Mutual Service CorporationBroker
Pebsco Securities CORP.Broker
Lowry Financial Services CorporationBroker
Anchor National Financial Services, INC.Broker
Paul J. Bruck & Associates, INC.Broker
Anchor National Financial Services, INC.Broker
Pennsylvania Securities CompanyBroker
Wallace Investments, IncorporatedBroker
State Registrations1 state
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.