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Paul Robert Schnitman

Plan Ahead Financial Management, Inc.

Abilene, TX

CRD 703477

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Employer firm

Plan Ahead Financial Management, Inc. CRD 113492

$66.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Plan Ahead Financial Management, Inc.

200 Sayles Blvd, Abilene, TX 79605 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2006-02-23
  • TX RA
    APPROVED
    Since 2006-02-23

Branch Locations

200 Sayles Blvd, Abilene, TX 79605 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Plan Ahead Financial Management, Inc. (Formerly Plan Ahead, Inc) Abilene TX 03/1992 Present
Plan Ahead Financial Management Inc Abilene TX 06/2026 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-01-18
  • S63 Uniform Securities Agent State Law Examination
    1988-01-18
Designations
  • Chartered Financial Consultant

View on SEC IAPD

Nearby Firms

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
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Nearby Investors

JAMES B SONGER
RICHARD THOMAS DANSBY
KEITH ALLAN SHAHAN

Nearby Offices

LPL FINANCIAL LLC · ABILENE, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ABILENE, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · Abilene, TX

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