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Josiah Kellogg

Core Planning

Ofallon, MO

Minneapolis, MN

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Current Employers
Core Planning

706 N Main St, Ofallon, MO 63366 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-06-13
  • MN RA
    APPROVED
    Since 2025-06-13

Branch Locations

706 N Main St, Ofallon, MO 63366 • United States

Minneapolis, MN • 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
Core Planning Llc Ofallon MO 03/2025 Present
Creative Edge Group Minneapolis MN 06/2024 01/2025
H&R Block Tax Associate Minneapolis MN 01/2023 04/2024
Cornerstone Wealth Advisors, Inc. Minneapolis MN 05/2023 03/2024
Student Rexburg ID 01/2015 05/2023
  • 03/2025 → Present
    Core Planning Llc
    Ofallon, MO
  • 06/2024 → 01/2025
    Creative Edge Group
    Minneapolis, MN
  • 01/2023 → 04/2024
    H&R Block Tax Associate
    Minneapolis, MN
  • 05/2023 → 03/2024
    Cornerstone Wealth Advisors, Inc.
    Minneapolis, MN
  • 01/2015 → 05/2023
    Student
    Rexburg, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-07-14
  • S65 Uniform Investment Adviser Law Examination
    2022-07-14

View on SEC IAPD

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