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Schmerge Executive Planning Services, Inc. CRD 120059
$53.4M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
700 W. Pete Rose Way Suite 5D, Cincinnati, OH 45203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2020-02-06 |
| KY | RA | APPROVED | 2007-02-22 |
| OH | RA | APPROVED | 2006-09-19 |
Branch Locations
700 W. Pete Rose Way Suite 5D, Cincinnati, OH 45203 • United States
700 W. Pete Rose Way, Cincinnati, OH 45203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schmerge Executive Planning Services Inc | Cincinnati | OH | 08/1989 | Present |
| Fortune Financial Services, Inc. | New Brighton | PA | 11/2012 | Present |
INDEPENDENT INSURANCE AGENT & LICENSED REGISTERED INVESTMENT ADVISOR (RIA) PRESIDENT OF SCHMERGE EXECUTIVE PLANNING SERVICES, INC. Representative has rental property and receives passive income from it
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-05-11 |
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