Investment adviser representative · Creative Financial Planning Advisors, Inc.
Marlin F. Schmidt
CRD 414008 · South Bend, IN
At a glance
Marlin F. Schmidt is an investment adviser representative with Creative Financial Planning Advisors, Inc. in South Bend, IN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marlin’s SEC record dates to 1998, about 27 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Creative Financial Planning Advisors, Inc.Since August 2018South Bend, IN · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 1998 (27 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Marlin’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.