Cody James Robinson
Investment adviser representative at Financial Planning Services
13 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$212.6MFirm assets
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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
13 years in the industry.
- Osaic Wealth, Inc.Oct 2019 to now
- Financial Planning ServicesMay 2019 to now
- Financial Planning ServicesMay 2018 to Aug 2018
- Olivet Nazarene UniversitySep 2017 to May 2019
- Murray EquipmentMay 2017 to Aug 2017
- Olivet Nazarene UniversitySep 2015 to May 2017
- Mike's CarwashApr 2013 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
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
- 6950296
- Firm CRD
- 121034