Noah Arthur Buehner
Investment adviser representative at Financial Planning Services
12 yearsExperience
1 stateRegistered 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
12 years in the industry.
- Financial Planning ServicesDec 2021 to now
- Financial Planning ServciesJan 2018 to now
- Royal AllianceJan 2018 to now
- ScotttradeFeb 2014 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (IN).
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
- 6106073
- Firm CRD
- 121034