Joshua Blaine Schmitt

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-08-30
CO	RA	APPROVED	2020-07-20

TX RA
APPROVED_RES

Since 2023-08-30
CO RA
APPROVED

Since 2020-07-20

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Castle Rock, CO • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Waddell & Reed, Inc.	Overland Park	KS	10/2015	09/2017
Creative Planning	Leawood	KS	09/2017	Present

10/2015 → 09/2017

Waddell & Reed, Inc.

Overland Park, KS
09/2017 → Present

Creative Planning

Leawood, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-10-03

S65 Uniform Investment Adviser Law Examination

2017-10-03

Designations

Certified Financial Planner

View on SEC IAPD

Employer firm

Current Employers

Creative Planning

Disclosures

Employment History

Exams

Designations

Nearby Firms

Nearby Investors

Nearby Offices

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