Unclaimed Profile

Mark Allen Schneider

PLAN INC·TOPEKA, Kansas

Series 6, Series 7, Series 22, Series 24, Series 27, Series 51, Series 63CFP33 years registeredPLAN INC

112 SW 6TH AVE., STE 400, TOPEKA, KS 66603-3810CRD# 1275330Firm CRD# 108588

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mark Allen Schneider · TOPEKA, KS

Registration

CRD #1275330 · PLAN INC · 33 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PLAN INC

PLAN

Sep 1992 – Feb 2017

TOPEKA, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 22

Series 24

Series 27

Series 51

Series 63

Registration record

First registered · September 18, 1992

Years registered · 33

Professional designation · CFP

Disclosure History

2017Regulatory·Final

2012Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

PLAN INC

CRD 108588 · SEC 801-56830

AUM

$25M

Regulatory assets under management

Employees

157 client accounts

Services offered by PLAN INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PLAN INC →

Introduction

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Frequently Asked Questions

What services does Mark Allen Schneider offer?

Mark Allen Schneider specializes in Financial Planning, Investment Management.

What are Mark Allen Schneider's credentials?

Mark Allen Schneider holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Mark Allen Schneider located?

Mark Allen Schneider is based in TOPEKA, Kansas, last registered with PLAN INC.

How does Mark Allen Schneider charge for services?

Mark Allen Schneider's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PLAN INC?

PLAN INC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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