Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
8yrs
Daniel Schmitz is a fiduciary financial advisor in Overland Park, Kansas, with 8 years in the industry. Daniel joined Creative Planning in 2018, a firm offering financial planning, investment management, and private fund management. Daniel holds the CFP® designation.
One of 2517 advisors with offices in Overland Park, and one of 2258 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowCreative PlanningCurrent firm
Contact Daniel
Local office(913) 338-2727Ask for Daniel. (866) 909-5148Main office 5454 W. 110th StreetOverland Park, KS 66211Office · Get directions X (Twitter) pageCreative Planning
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Daniel’s local office at (913) 338-2727 or the Creative Planning main office at (866) 909-5148, and ask for Daniel Schmitz.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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