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Noah Arthur Buehner

FINANCIAL PLANNING SERVICES

FORT WAYNE, IN

·CRD# 6106073·14 years experience

Professional Summary

Noah Arthur Buehner is a registered financial advisor currently at FINANCIAL PLANNING SERVICES located in Fort Wayne, Indiana and OSAIC WEALTH, INC. located in Fort Wayne, Indiana. Noah is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Noah has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

What Does a Financial Advisor Do? Understanding Their Role, Services, and Value

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

Do I Need a Financial Advisor? A Complete Guide to Deciding If It’s Right for You

What Are Financial Values and How to Align Them With Your Financial Goals

What Are Financial Values and How to Align Them With Your Financial Goals

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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AMERIPRISE FINANCIAL SERVICES, LLC

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Years of Experience

14 years in the financial services industry

Current & Past Employments

FINANCIAL PLANNING SERVICES·CRD# 121034

RIA

6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804

January 19, 2022 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

BD

6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804

January 9, 2018 - Present

OSAIC WEALTH, INC.·CRD# 23131

RIA

Scottsdale, AZ

January 9, 2018 - April 24, 2026

SCOTTRADE INVESTMENT MANAGEMENT·CRD# 169988

RIA

Saint Louis, MO

January 6, 2017 - January 5, 2018

SCOTTRADE, INC.·CRD# 8206

BD

Ft. Wayne, IN

February 24, 2014 - January 5, 2018

EDWARD JONES·CRD# 250

RIA

Auburn, IN

December 11, 2012 - February 7, 2013

EDWARD JONES·CRD# 250

BD

Auburn, IN

September 26, 2012 - February 7, 2013

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Current Firm

FP

FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES | SCHMIDT, KENNETH PAUL | SCHMIDT, JACOB AARON

CRD#: 121034 / SEC#: 801-123630

RIA

Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (12/16/2002 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (4/21/2022 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (6/19/2002 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (12/3/2002 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/3/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804

Phone Number

(260) 469-3218

# of Employees

7

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A + 2B FINANCIAL PLANNING SERVICES BROCHURE (3/17/2026)

Regulatory Assets Under Management

Total Number of Accounts

1,067

AUM (Assets Under Management)

$212,629,231

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

1) FINANCIAL PLANNING SERVICES POSITION: Registered Assistant/Paraplanner NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/02/2018 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: As a registered assistant, I provide support to the four advisors of Financial Planning services. I do data entry, process account opening paperwork, generate proposals, and process distributions and account deposits. 2) FINANCIAL PLANNING SERVICES - INSURANCE POSITION: Paraplanner NATURE: sole proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/09/2018 ADDRESS: 6920 Pointe Inverness Way, Suite 170, Fort Wayne IN 46804, United States DESCRIPTION: I have my insurance license but do not produce

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FP

FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES | SCHMIDT, KENNETH PAUL | SCHMIDT, JACOB AARON

CRD#: 121034 / SEC#: 801-123630

RIA

Registered Investment Advisory firm - SEC (4/11/2022 Approved)

Florida

Registered Investment Advisory firm - Florida (12/16/2002 Terminated)

Indiana

Registered Investment Advisory firm - Indiana (4/21/2022 Terminated)

Michigan

Registered Investment Advisory firm - Michigan (6/19/2002 Terminated)

Missouri

Registered Investment Advisory firm - Missouri (12/3/2002 Terminated)

North Carolina

Registered Investment Advisory firm - North Carolina (12/3/2002 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Indiana
(1/9/2018)

IAR

Indiana
(1/19/2022)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Oct 2012About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 2012About the Series 7 exam

FINRA

SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Noah Arthur Buehner's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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