Financial Planning Services

Jacob Schmidt is a CFP® and holds a Series 66 license with 13 years of industry experience. He has been with Osaic Wealth, Inc. since 2015. Schmidt also operates as an insurance broker, selling insurance products as part of financial plan implementation. Financial Planning Services provides financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies tailored to client goals, with periodic reviews and rebalancing.

Cody Robinson is a CFP® professional with five years of industry experience, currently serving at Financial Planning Services in Fort Wayne, IN. He has worked at Osaic Wealth, Inc. and Financial Planning Services since 2019. Outside of his advisory role, he provides insurance brokerage services, assisting clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and various entities, managing approximately $176 million in discretionary assets. The firm focuses on long-term buy-and-hold investment strategies with tailored asset allocation and ongoing portfolio supervision.

Robert Macke is an investment advisor representative at Financial Planning Services with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Osaic Wealth, Inc., Sigma Financial Corporation, and Spc. In addition to his advisory role, he is an independent insurance agent involved in the sale of insurance products. Financial Planning Services provides financial planning and investment advisory services to individuals and families, including both non‑high-net-worth and high-net-worth clients, as well as pension plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and employs a long-term buy-and-hold investment approach with asset allocation tailored to client goals.

Benjamin Vandenberghe is a financial advisor with Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation and two years of industry experience. His work history includes roles at Schmidt, Jacob Aaron and Osaic Wealth, Inc., and prior experience in education and the hospitality industry. He also operates as an insurance broker, providing life, long-term care, and disability insurance quotes and assisting clients with policy applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $176 million in discretionary assets and focuses on long-term buy-and-hold investment strategies with asset allocation tailored to client goals, providing ongoing supervision and periodic portfolio rebalancing.

Noah Buehner is a financial advisor at Osaic with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Royal Alliance and Scotttrade. Noah also provides support as a registered assistant and paraplanner for Financial Planning Services. Osaic Wealth, Inc. is a large SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base including individual investors, pension plans, corporations, and charitable organizations. The firm employs a comprehensive investment process combining risk-tolerance assessments with portfolio optimization and offers access to various investment vehicles and custodial platforms.

Kenneth Schmidt is a CFP® and ChFC® with over 40 years of experience in financial planning. He has worked with Financial Planning Services since 1983 and has been affiliated with Osaic Wealth, Inc. since 2005. Schmidt serves as a trustee for Olivet Nazarene University and is involved in nonprofit governance, including roles with the Northwest Nazarene University Foundation and a local homeowners association. Financial Planning Services provides financial planning and investment advisory services to individuals, families, and institutional clients. The firm focuses on long-term buy-and-hold strategies and asset allocation tailored to client goals, with regular reviews and rebalancing as part of its investment approach.

Andrew Barnes is a financial advisor at Financial Planning Services in Fort Wayne, IN, holding a Series 66 designation with one year of industry experience. He has worked in various roles including at Indiana Wesleyan University and Ambassador Enterprises. Barnes also operates a sole proprietorship providing insurance assistance, helping clients with life, long-term care, and disability insurance applications. Financial Planning Services offers financial planning and investment advisory services to individuals, families, and institutional clients, managing approximately $176 million in discretionary assets. The firm emphasizes long-term buy-and-hold investment strategies with tailored asset allocation and periodic portfolio reviews.