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Daniel Patrick Schmitz

Creative Planning

Overland Park, KS

Wichita, KS

CRD 7046771

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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

AuthorityCategoryStatusDate
TX RA APPROVED 2023-08-29
KS RA APPROVED 2018-12-04
  • TX RA
    APPROVED
    Since 2023-08-29
  • KS RA
    APPROVED
    Since 2018-12-04

Branch Locations

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

2400 N Woodlawn Blvd Suite 112, Wichita, KS 67220 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Creative Planning Overland Park KS 10/2018 Present
St Patrick Parish Kansas City KS 07/2018 08/2018
Annunciation Parish Frankfort KS 07/2015 06/2018
  • 10/2018 → Present
    Creative Planning
    Overland Park, KS
  • 07/2018 → 08/2018
    St Patrick Parish
    Kansas City, KS
  • 07/2015 → 06/2018
    Annunciation Parish
    Frankfort, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-12-04
  • S65 Uniform Investment Adviser Law Examination
    2018-12-04
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH

Nearby Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER

Nearby Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS

More in Overland Park, KS

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