Marlin Fred Schmidt
Professional Summary
Marlin Fred Schmidt is a registered financial advisor currently at CREATIVE FINANCIAL PLANNING ADVISORS, INC. located in South Bend, Indiana. Marlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1970. Marlin has worked at 13 firms and has passed the Series 63, SIE and Series 1 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
64 years in the financial services industry
Current & Past Employments
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Current Firm
CREATIVE FINANCIAL PLANNING ADVISORS, INC.
Contact Information
Main Address
5652 Yellow Wood Drive, South Bend, IN 46614-5565Phone Number
(574) 232-8000# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
78AUM (Assets Under Management)
$30,396,772Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(8/20/2018)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 1 — Registered Representative Examination
Passed Apr 1962Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Marlin Fred Schmidt's CRS (Customer Relationship Summary).
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