Cetera Investment Advisers
45yrs
Top advisor by experience in Fort Wayne
43yrs
Kenneth Paul Schmidt
Financial advisor at Financial Planning Services
At a glance
Experience43 years (since 1983)
How that compares ?Top advisor by experience at Financial Planning Services
Office6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Financial Planning Services
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2007 – nowFinancial Planning ServicesCurrent firm
- 2003 – 20051st Global Advisors Inc.Previously
Questions to ask Kenneth
Tailored to Kenneth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kenneth
How do I contact Kenneth?
Call Financial Planning Services at 260-469-3218 and ask for Kenneth Paul Schmidt. Kenneth works from the Fort Wayne, IN office.
How long has Kenneth been a financial advisor?
Kenneth has been in the industry since 1983, about 43 years. Top advisor by experience at Financial Planning Services.
What licenses does Kenneth hold?
Series 63. Tap any license on this page to see what it allows.
Is Kenneth a fiduciary?
Kenneth is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Kenneth paid?
Financial Planning Services reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kenneth for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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