Robert Roy Macke
Investment adviser representative at Financial Planning Services
18 yearsExperience
2 statesRegistered in
$212.6MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
18 years in the industry.
- Financial Planning ServicesAug 2023 to now
- Osaic Wealth, Inc.Aug 2023 to now
- Sigma Financial CorporationMay 2008 to Jul 2023
- SpcMay 2008 to Jul 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
Financial Planning Services
Legal name: Schmidt, Jacob Aaron
$212.6MAssets managed
489Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2896986
- Firm CRD
- 121034