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Current Employers
Financial Planning Services

6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2025-04-08
  • IN RA
    APPROVED
    Since 2025-04-08

Branch Locations

6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804 • 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
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
  • 05/2024 → 08/2024
    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
    Fort Wayne, IN
  • 02/2025 → Present
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2025-02-12
  • S66 Uniform Combined State Law Examination
    2025-02-12
Other Names
  • Andy Paul Barnes

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