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Leah Dawn Schmid

Creative Planning

Madison, WI

Overland Park, KS

Sun Prairie, WI

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-05
  • WI RA
    APPROVED
    Since 2022-10-05

Branch Locations

2501 W. Beltline Highway Suite 401, Madison, WI 53713 • United States

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

Sun Prairie, WI • 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
Hewins Financial Advisors Madison WI 05/2016 05/2018
Wipfli Financial Advisors, Llc Madison WI 06/2018 09/2018
Wipfli Financial Advisors, Llc Madison WI 10/2018 10/2021
Wipfli Financial Advisors, Llc Madison WI 10/2021 09/2022
Creative Planning, Llc Madison WI 10/2022 Present
  • 05/2016 → 05/2018
    Hewins Financial Advisors
    Madison, WI
  • 06/2018 → 09/2018
    Wipfli Financial Advisors, Llc
    Madison, WI
  • 10/2018 → 10/2021
    Wipfli Financial Advisors, Llc
    Madison, WI
  • 10/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Madison, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Madison, WI
Previous Registrations
  • 2017-02-17 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Madison, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-17
  • S65 Uniform Investment Adviser Law Examination
    2017-02-17
Designations

View on SEC IAPD

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