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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 | 2025-04-08 |
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 | 05/2024 | 08/2024 |
| Indiana Wesleyan University | Marion | IN | 08/2023 | 04/2024 |
| Ambassador Enterprises | Fort Wayne | IN | 05/2023 | 08/2023 |
| Indiana Wesleyan University | Marion | IN | 08/2022 | 04/2023 |
| Murray Equipment | Fort Wayne | IN | 06/2022 | 08/2022 |
| Paragon Landscape | New Haven | IN | 06/2021 | 08/2021 |
| Grace Point Church Of The Nazarene | Fort Wayne | IN | 08/2018 | 06/2021 |
| Indiana Wesleyan University | Marion | IN | 08/2021 | 12/2024 |
| Unemployed | Fort Wayne | IN | 11/2012 | 07/2018 |
| Osaic Wealth, Inc. | Fort Wayne | IN | 01/2025 | Present |
| Indiana Wesleyan University | Marion | IN | 08/2024 | 12/2024 |
| Financial Planning Services | Fort Wayne | IN | 01/2025 | Present |
| Financial Planning Services | Fort Wayne | IN | 02/2025 | Present |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-12 |
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