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Daniel Schmitz, CFP®

Wealth Manager
Danny serves as a Wealth Manager, working closely with his clients to establish and maintain comprehensive financial plans. Specializing in investment management, estate planning, tax planning, risk management, employee benefits, education planning and retirement planning, Danny covers all aspects of professional wealth management. Danny offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, Danny worked in personal and commercial banking. Danny earned a Bachelor of Science in Business Administration from Wichita State University. He enjoys basketball, traveling, reading, serving in his community and church, and spending time with his wife Delaney, son Augustine and extended family.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



Combined assets under management & advisement as of December 31, 2021