Robert Macke has been an investment adviser representative at Schmidt, Jacob Aaron since August 2023, and is not listed among the firm’s executive officers or direct owners. Robert Macke holds a Bachelor of Science in Business from Indiana University.
Schmidt, Jacob Aaron is a Fort Wayne, IN firm with $213M under management, 489 clients and 7 advisers in one office, as of its March 2026 filing.
Robert Macke is Advisor of Financial Planning Services, based in Fort Wayne, Indiana. He began his career in public accounting with Ernst & Young, then worked in Lincoln Financial Group's home office for thirteen years, primarily as an Assistant Vice President in the Lincoln National Investment Management Company. He is an investment advisor representative of Financial Planning Services.
Robert Macke’s longest registration was 15 years at SPC (2008–2023). Before joining Schmidt, Jacob Aaron in 2023, Robert Macke was registered through SPC and Lincoln Financial Advisors Corporation.
- Financial Planning ServicesCurrent– present · 3 yearsFort Wayne, IN · Adviser representative · Firm CRD 121034
- SPC– · 15 yearsFort Wayne, IN · Adviser representative · Firm CRD 110692
- Lincoln Financial Advisors Corporation– · 9 yearsFort Wayne, IN · Adviser representative · Firm CRD 3978
Professional designations
Listed by Schmidt, Jacob Aaron
- AIF®
Investment adviser representative registrations
Robert Macke is registered as an investment adviser representative in 2 states. Each was approved in August 2023.
- IndianaSince 4 August 2023
- TexasSince 4 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2008 |
| Series 7 | General Securities Representative Examination | 12 June 1997 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 June 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Robert Roy Macke
- CRD
- 2896986
- Firm
- Schmidt, Jacob Aaron · CRD 121034
- Office
- 6920 POINTE INVERNESS WAY, STE 170, Fort Wayne, IN 46804
- Registration
- Investment adviser and broker registrations
- In the industry since
- June 1997
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- tobuildwealth.com
Where does Robert Macke work?
Robert Macke is an investment adviser representative registered through Schmidt, Jacob Aaron since August 2023, and is not listed among the firm’s executive officers or direct owners.
Is Robert Macke a financial advisor?
Yes. Robert Macke has a current investment-adviser registration in Indiana and Texas, through Schmidt, Jacob Aaron since August 2023.
How many years of experience does Robert Macke have?
Robert Macke has 29 years in the financial industry, since June 1997, across 3 adviser firms.
What exams has Robert Macke passed?
Robert Macke has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in June 1997. FINRA credited Robert Macke with the SIE, which began in October 2018.
Where did Robert Macke work before Schmidt, Jacob Aaron?
Before Schmidt, Jacob Aaron, Robert Macke was registered through Lincoln Financial Advisors Corporation, December 1998 to May 2008.
Where is Robert Macke based?
Robert Macke’s registered office is in Fort Wayne, IN.
Is Robert Macke registered with FINRA?
Yes. Robert Macke has a current broker registration, under CRD 2896986.
Source: FINRA BrokerCheck
How can I verify Robert Macke’s record?
Search CRD 2896986 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Robert Macke’s full registration record.
