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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Henry Schmidt is a financial advisor at LPL Financial LLC, serving clients in Fort Wayne, Indiana. John has been in the industry since 1991. John has experience with a variety of firms including CETERA ADVISOR NETWORKS LLC, VOYA FINANCIAL ADVISORS, INC., LINCOLN INVESTMENT, LEGEND EQUITIES CORPORATION, CFD INVESTMENTS, INC., and PRUCO SECURITIES, LLC. John's expertise includes financial planning, pension consulting, and portfolio management. John has a Series 6, Series 63, and SIE licenses. John is registered with the state of Illinois, Indiana, Kansas, Michigan, Missouri, and North Carolina.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IN
06/15/2021 - Present
LPL Financial LLC (FORT WAYNE IN)
IN
06/09/2021 - 06/10/2021
CETERA ADVISOR NETWORKS LLC (Fort Wayne IN)
IN
02/14/2017 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Fort Wayne IN)
IN
01/03/2017 - 02/23/2017
LINCOLN INVESTMENT (FT. WAYNE IN)
IN
02/26/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (FT. WAYNE IN)
IN
11/08/2006 - 03/11/2014
CFD INVESTMENTS, INC. (CHURUBUSCO IN)
IN
07/08/1991 - 11/28/2006
PRUCO SECURITIES, LLC. (CHURUBUSCO IN)
NJ
07/08/1991 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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