Josalyn Lexus Mosby

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2018 → 07/2018
  Securities America Inc
  Omaha, NE
• 01/2018 → 03/2018
  Aureus Medical
  Omaha, NE
• 12/2013 → 01/2018
  First National Bank
  Omaha, NE
• 07/2018 → 08/2021
  Securities America, Inc.
  La Vista, NE
• 05/2020 → 08/2021
  Securities America Advisors
  La Vista, NE
• 08/2021 → 05/2024
  Pacific Life Insurance
  Omaha, NE
• 08/2021 → 05/2024
  Pacific Select Distributors Llc
  Newport Beach, CA
• 05/2024 → Present
  Creative Planning, Llc
  Omaha, NE

Previous Registrations

• 2020-05-19 → 2021-08-09
  Securities America Advisors, Inc.
  La Vista, NE

Exams

• S66 Uniform Combined State Law Examination
  2020-05-14

Designations

• Certified Financial Planner