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6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-05 |
Branch Locations
6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Services | Fort Wayne | IN | 09/2023 | Present |
| Sycamore Hills Golf Club | Fort Wayne | IN | 04/2018 | 08/2020 |
| Midwest Deferred Compensation Specialist | Indianapolis | IN | 05/2023 | 08/2023 |
| Full-Time Education | Fort Wayne | IN | 08/2012 | 05/2024 |
| Tim Smith For Mayor | Fort Wayne | IN | 08/2019 | 11/2019 |
| Midwest Deferred Compensation Specialist | Indianapolis | IN | 05/2021 | 08/2021 |
| Financial Planning Services | Fort Wayne | IN | 01/2022 | 05/2023 |
| 800 Degrees Three Fires Pizza | Fort Wayne | IN | 08/2017 | 03/2018 |
| Osaic Wealth, Inc. | Fort Wayne | IN | 02/2024 | Present |
| Schmidt, Jacob Aaron | Fort Wayne | IN | 08/2024 | Present |
1. FINANCIAL PLANNING SERVICES POSITION: Insurance Broker NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2025 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Provide quotes for life insurance, long-term care insurance, and disability insurance products. I also help clients walk through the application process for policies. I review insurance needs regularly when meeting with clients. 2. FINANCIAL PLANNING SERVICES POSITION: Financial Advisor NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 06/12/2024 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: Meet with individuals, households, and small business owners to address their financial advising needs answering questions ranging from risk management, to investment planning, to more comprehensive issues such as education, retirement, and estate planning. Manage client services by handling account transactions, trading, and asset movement. Open accounts and submit life insurance applications. Make recommendations to clients. Create and recommend comprehensive financial planning solutions
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-12 |
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