Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Blaine Schmitt is a Certified Financial Planner™ registered with Creative Planning. Joshua is an active Investment Advisor Representative in Colorado and Texas. Joshua has been in the financial services industry since March 2014. Joshua's previous employers include Waddell & Reed, Inc. and Carpe Diem Trading, Inc. Joshua has passed the Uniform Investment Adviser Law Examination (Series 65). Joshua specializes in Financial Planning, Portfolio Management for Individuals, Businesses, and Pooled Investment Vehicles, and Pension Consulting.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
08/30/2023 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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