Andrew Paul Barnes

Employer firm

Financial Planning Services CRD 121034

$213M regulatory AUM 8 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

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

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

Current Employers

Employment History

• 05/2024 → 08/2024
  Financial Planning Services
  Fort Wayne, IN
• 08/2023 → 04/2024
  Indiana Wesleyan University
  Marion, IN
• 05/2023 → 08/2023
  Ambassador Enterprises
  Fort Wayne, IN
• 08/2022 → 04/2023
  Indiana Wesleyan University
  Marion, IN
• 06/2022 → 08/2022
  Murray Equipment
  Fort Wayne, IN
• 06/2021 → 08/2021
  Paragon Landscape
  New Haven, IN
• 08/2018 → 06/2021
  Grace Point Church Of The Nazarene
  Fort Wayne, IN
• 08/2021 → 12/2024
  Indiana Wesleyan University
  Marion, IN
• 11/2012 → 07/2018
  Unemployed
  Fort Wayne, IN
• 01/2025 → Present
  Osaic Wealth, Inc.
  Fort Wayne, IN
• 08/2024 → 12/2024
  Indiana Wesleyan University
  Marion, IN
• 01/2025 → Present
  Financial Planning Services
  Fort Wayne, IN
• 02/2025 → Present
  Financial Planning Services
  Fort Wayne, IN

Other Businesses

FINANCIAL PLANNING SERVICES POSITION: Insurance Assistant NATURE: Sole Proprietorship. Jacob Schmidt is owner, DBA Financial Planning Services. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 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 help walk clients through applications on behalf of the advisor / writing agent. I have my own insurance license but I do not produce

Exams

• S66 Uniform Combined State Law Examination
  2025-02-12

Other Names

• Andy Paul Barnes