Marlin Fred Schmidt

Employer firm

Creative Financial Planning Advisors, Inc. CRD 127878

$30.4M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → 03/2018
  Questar Capital Corporation
  Minneapolis, MN
• 02/2005 → 03/2018
  Questar Asset Management
  Minneapolis, MN
• 03/2018 → Present
  Creative Financial Planning Advisors
  South Bend, IN

Previous Registrations

• 2005-02-09 → 2018-05-17
  Questar Asset Management, Inc.
  South Bend, IN
• 2001-11-06 → 2005-12-31
  Questar Capital Corporation
  South Bend, IN
  South Bend, IN
• 1998-11-24 → 2003-02-27
  Bts Asset Management, Inc.
  Southbend, IN

Other Businesses

INSURANCE AGENT. POSITION: Insurance Agent. NATURE: Fixed insurance products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/12/2001 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Servicing existing contracts. QUESTAR ASSET MANAGEMENT. POSITION: Investment Advisor Representative. NATURE: Fee based asset management. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 01/12/2001 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Investment advisory services. NATIONAL GUARDIAN LIFE INSURANCE COMPANY. POSITION: Life insurance agent. NATURE: Sale of life insurance contracts. INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 6 START DATE: 08/01/2015 ADDRESS: 1850 Ridgewood Circle, South Bend IN 46617-1841 DESCRIPTION: Sale of life insurance contracts. RAILROAD LEASEHOLDS. POSITION: Lessee. NATURE: The lease of railroad tank cars to agricultural firms for the transport of lards and oils. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/30/2015 ADDRESS: 14080 Palm Drive, Suite 521, Desert Hot Springs CA 92240 DESCRIPTION: No duties. INDIANA UNIVERSITY SOUTH BEND. POSITION: Fitness instructor. NATURE: Teaching jogging and fitness. INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 07/13/2007 ADDRESS: 1700 W Mishiwaka Ave, South Bend IN 46615 DESCRIPTION: Instructor. I donate salary back to the university foundation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-02-14

Designations

• Certified Financial Planner