Daniel Applegate
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Daniel Applegate Email & Phone Number

Financial Planner at Creative Planning at Creative Planning
Location: Gilbert, Arizona, United States 4 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email d****@creativeplanning.com
LinkedIn Profile matched
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Current company
Creative Planning
Role
Financial Planner at Creative Planning
Location
Gilbert, Arizona, United States
Company size
631 employees

Who is Daniel Applegate? Overview

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Quick answer

Daniel Applegate is listed as Financial Planner at Creative Planning at Creative Planning, a company with 631 employees, based in Gilbert, Arizona, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Daniel Applegate.

Daniel Applegate previously worked as Financial Planner at Creative Planning and Financial Planner at Keystone Wealth Partners, Llc. Daniel Applegate holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Liberty University.

Company email context

Email format at Creative Planning

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{first}.{last}@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Daniel Applegate. Compare company email patterns before reaching out.

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Profile bio

About Daniel Applegate

I am very organized, dedicated and motivated to do the best job possible at whatever tasks I take on. I am consistently learning and growing so that I can always improve and add value to others. In my role at Creative Planning, I have the great opportunity of serving individuals and families with their finances and guiding them through important decisions and milestones in their lives.

Listed skills include Microsoft Office, Management, Microsoft Word, Research, and 3 others.

Current workplace

Daniel Applegate's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Financial Planner at Creative Planning
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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4 roles

Daniel Applegate work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current
Creative Planning

Gilbert, Arizona, United States

Mar 2022 - Present

Financial Planning Intern

Wisdom Index Advisors

Prosper, Texas, United States

Jun 2020 - Jul 2021
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

LB Lindsey Baumann Lindsey Baumann Colleague at Creative Planning Overland Park, Kansas, United States, United States View → MR Matt R. Matt R. Colleague at Creative Planning Washington DC-Baltimore Area, United States View → MM Matt Miller Matt Miller Colleague at Creative Planning Overland Park, Kansas, United States, United States View → AH Andy Hess, Cfp® Andy Hess, Cfp® Colleague at Creative Planning Wilmington, Delaware, United States, United States View → SJ Shannon Johnston Shannon Johnston Colleague at Creative Planning Leawood, Kansas, United States, United States View → JR Jesse Reed, Cfp®, Bfa™ Jesse Reed, Cfp®, Bfa™ Colleague at Creative Planning Overland Park, Kansas, United States, United States View → RR Ronald Robb Ronald Robb Colleague at Creative Planning Olathe, Kansas, United States, United States View → PR Peggy Roach Peggy Roach Colleague at Creative Planning Olathe, Kansas, United States, United States View → GW Gabriel Wilson, Cfp®, Cpwa® Gabriel Wilson, Cfp®, Cpwa® Colleague at Creative Planning St Louis, Missouri, United States, United States View → RM Renee Miller Renee Miller Colleague at Creative Planning Kansas City, Kansas, United States, United States View →
2 education records

Daniel Applegate education

Bachelor Of Business Administration - Bba, Business Administration And Management, General

Liberty University

Education record

Keller High School
FAQ

Frequently asked questions about Daniel Applegate

Quick answers generated from the profile data available on this page.

What company does Daniel Applegate work for?

Daniel Applegate works for Creative Planning.

What is Daniel Applegate's role at Creative Planning?

Daniel Applegate is listed as Financial Planner at Creative Planning at Creative Planning.

What is Daniel Applegate's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Daniel Applegate at Creative Planning.

Where is Daniel Applegate based?

Daniel Applegate is based in Gilbert, Arizona, United States while working with Creative Planning.

What companies has Daniel Applegate worked for?

Daniel Applegate has worked for Creative Planning, Keystone Wealth Partners, Llc, Wisdom Index Advisors, and Liberty University.

Who are Daniel Applegate's colleagues at Creative Planning?

Daniel Applegate's colleagues at Creative Planning include Lindsey Baumann, Matt R., Matt Miller, Andy Hess, Cfp®, and Shannon Johnston.

How can I contact Daniel Applegate?

You can use AeroLeads to view verified contact signals for Daniel Applegate at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Daniel Applegate attend?

Daniel Applegate holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Liberty University.

What skills is Daniel Applegate known for?

Daniel Applegate is listed with skills including Microsoft Office, Management, Microsoft Word, Research, Powerpoint, Sales, and Leadership.

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