Financial Planning Services

Firm record

As recorded in SEC IAPD

Firm CRD

121034

SEC number

801-123630

Firm type

RIA

Assets under management

$212.6M as of Mar 17, 2026

Website

www.facebook.com/tobuildwealth ↗

Phone

260-469-3218

Address

6920 Pointe Inverness Way, Fort Wayne, IN, 46804

Advisors at this firm

7 in our index · page 1 of 1

• Andrew Paul BarnesCRD 7912490 · Fort Wayne, IN
  IA RegisteredBroker
• Noah Arthur BuehnerCRD 6106073 · Fort Wayne, IN
  IA RegisteredBroker
• Robert Roy MackeCRD 2896986 · Fort Wayne, IN
  IA RegisteredBroker
• Cody James RobinsonCRD 6950296 · Fort Wayne, IN
  IA RegisteredBroker
• Jacob Aaron SchmidtCRD 5940697 · Fort Wayne, IN
  IA RegisteredBroker
• Kenneth Paul SchmidtCRD 1161772 · Fort Wayne, IN
  IA RegisteredBroker
• Benjamin Paul VandenbergheCRD 7490430 · Fort Wayne, IN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.