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Noah A. Buehner

FINANCIAL PLANNING SERVICES
Fort Wayne, IN 46804
Some features on this profile are disabled
CRD#: 6106073
NB

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.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 19, 2022 - Present

FINANCIAL PLANNING SERVICES

Office #1: 6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804
RIA
CRD#: 121034
Fort Wayne, IN
Current

January 9, 2018 - Present

OSAIC WEALTH, INC.

Office #1: 6920 Pointe Inverness Way Suite 170, Fort Wayne, IN 46804
RIA
BD
CRD#: 23131
Fort Wayne, IN
Past

January 9, 2018 - April 24, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
SCOTTSDALE, AZ
Past

January 6, 2017 - January 5, 2018

SCOTTRADE INVESTMENT MANAGEMENT

RIA
CRD#: 169988
SAINT LOUIS, MO
Past

February 24, 2014 - January 5, 2018

SCOTTRADE, INC.

BD
CRD#: 8206
FT. WAYNE, IN
Past

December 11, 2012 - February 7, 2013

EDWARD JONES

RIA
CRD#: 250
AUBURN, IN
Past

September 26, 2012 - February 7, 2013

EDWARD JONES

BD
CRD#: 250
AUBURN, IN

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 - (4/11/2022 Approved)
Florida
Registered Investment Advisory firm - (12/16/2002 Terminated)
Indiana
Registered Investment Advisory firm - (4/21/2022 Terminated)
Michigan
Registered Investment Advisory firm - (6/19/2002 Terminated)
Missouri
Registered Investment Advisory firm - (12/3/2002 Terminated)
North Carolina
Registered Investment Advisory firm - (12/3/2002 Terminated)

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 them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Indiana
(1/9/2018)
IAR
Indiana
(1/19/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/12/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/25/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

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 - (4/11/2022 Approved)
Florida
Registered Investment Advisory firm - (12/16/2002 Terminated)
Indiana
Registered Investment Advisory firm - (4/21/2022 Terminated)
Michigan
Registered Investment Advisory firm - (6/19/2002 Terminated)
Missouri
Registered Investment Advisory firm - (12/3/2002 Terminated)
North Carolina
Registered Investment Advisory firm - (12/3/2002 Terminated)
PREMIUM
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Contact information

Main Address
6920 Pointe Inverness Way Ste 170, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 469-3218
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV 2A + 2B FINANCIAL PLANNING SERVICES BROCHURE (3/10/2026)

Regulatory assets under management

Total Number of Accounts1,067
AUM (Assets Under Management)$ 212,629,231

Red Flags

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.

Company Information

FINANCIAL PLANNING SERVICES

CRD#: 121034Fort Wayne, IN 46804

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