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Josh Schmitt

Senior Financial Planner at Creative Planning

Josh Schmitt, CFP® is a Senior Financial Planner at Creative Planning Inc. with previous experience as the Manager in Advisor Platform Management at Waddell & Reed. Additionally, Josh founded Carpe Diem Trading, LLC and has worked as a Senior Trading Specialist at DST Systems. Josh holds a Master's Degree in Finance from University of Missouri-Kansas City and a Bachelor's Degree in Business Administration from Missouri Western State University.

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Timeline

  • Senior Financial Planner

    September, 2017 - present