SCHMIDT, JACOB AARON
Doing business as FINANCIAL PLANNING SERVICES. SEC Form ADV profile.
Total regulatory AUM
$212,629,231
Discretionary
$212,076,760
Non-discretionary
$552,471
Firm details
- CRD number
- 121034
- SEC file number
- 801-123630
- Main office
- FORT WAYNE, IN, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.