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Josalyn Mosby Email & Phone Number

Financial Planner at Creative Planning at Creative Planning
Location: Omaha Metropolitan Area, United States, United States 12 work roles 2 schools
1 work email found @securitiesamerica.com 2 phones found area 402 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@securitiesamerica.com
Direct phone (402) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Financial Planner at Creative Planning
Location
Omaha Metropolitan Area, United States, United States
Company size
631 employees

Who is Josalyn Mosby? Overview

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Quick answer

Josalyn Mosby is listed as Financial Planner at Creative Planning at Creative Planning, a company with 631 employees, based in Omaha Metropolitan Area, United States, United States. AeroLeads shows a work email signal at securitiesamerica.com, phone signal with area code 402, and a matched LinkedIn profile for Josalyn Mosby.

Josalyn Mosby previously worked as Financial Planner at Creative Planning and Partner Solutions Representative at Pacific Life. Josalyn Mosby holds Bachelor Of Business Administration (B.B.A.), Human Resources Management/Marketing from University Of Nebraska At Omaha.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Josalyn Mosby's masked contact details.

{first_initial}{last}@securitiesamerica.com
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AeroLeads found 1 current-domain work email signal for Josalyn Mosby. Compare company email patterns before reaching out.

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Profile bio

About Josalyn Mosby

Josalyn Mosby is a Financial Planner at Creative Planning at Creative Planning. She possess expertise in customer service, retail banking, office administration, microsoft office, retail sales and 6 more skills.

Listed skills include Customer Service, Retail Banking, Office Administration, Microsoft Office, and 7 others.

Current workplace

Josalyn Mosby'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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12 roles

Josalyn Mosby work experience

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

Financial Planner

Current
Creative Planning

Omaha, Nebraska, United States

May 2024 - Present

Partner Solutions Representative

Pacific Life

Omaha, Nebraska, United States

Aug 2023 - May 2024

Regional Supervision Principal

Advisor Group
Apr 2021 - Aug 2021

Associate Consultant - Branch Office Development & Financial Institutions

Securities America Inc.
Jul 2019 - Sep 2020

Universal Banker

First National Bank Of Omaha

Greater Omaha Area

My responsibilities include opening, closing and maintenance on customer accounts. I manage and maintain organization of the Safe Deposit boxes. I achieve and exceed sales goals, and assist customers with anything they are in need of.

Apr 2015 - Jan 2018

Customer Service

Scheels

Greater Omaha Area

Jun 2012 - Nov 2013
Team & coworkers

Colleagues at Creative Planning

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

JC Jennifer Casey, Cfp® Jennifer Casey, Cfp® Colleague at Creative Planning Greater Chicago Area, United States View → SU Susan Unkrich Guilford Susan Unkrich Guilford Colleague at Creative Planning Overland Park, Kansas, United States, United States View → MD Mark Doman Mark Doman Colleague at Creative Planning New York City Metropolitan Area, United States View → SW Sheryl Watson Sheryl Watson Colleague at Creative Planning Kansas City, Missouri, United States, United States View → SF Samantha Fitzgerald Samantha Fitzgerald Colleague at Creative Planning Green Bay, Wisconsin, United States, United States View → GI Gary Ingram Mba, Cfp® Gary Ingram Mba, Cfp® Colleague at Creative Planning Washington DC-Baltimore Area, United States View → AA Angela Ahlvers Angela Ahlvers Colleague at Creative Planning Leawood, Kansas, United States, United States View → CB Colton Burdick Colton Burdick Colleague at Creative Planning New London County, Connecticut, United States, United States View → CL Connor Lawrence Connor Lawrence Colleague at Creative Planning Kansas City, Missouri, United States, United States View → JP Jeff Pollard Jeff Pollard Colleague at Creative Planning Lees Summit, Missouri, United States, United States View →
2 education records

Josalyn Mosby education

Education record

Millard South High School
FAQ

Frequently asked questions about Josalyn Mosby

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

What company does Josalyn Mosby work for?

Josalyn Mosby works for Creative Planning.

What is Josalyn Mosby's role at Creative Planning?

Josalyn Mosby is listed as Financial Planner at Creative Planning at Creative Planning.

What is Josalyn Mosby's email address?

AeroLeads has found 1 work email signal at @securitiesamerica.com for Josalyn Mosby at Creative Planning.

What is Josalyn Mosby's phone number?

AeroLeads has found 2 phone signal(s) with area code 402 for Josalyn Mosby at Creative Planning.

Where is Josalyn Mosby based?

Josalyn Mosby is based in Omaha Metropolitan Area, United States, United States while working with Creative Planning.

What companies has Josalyn Mosby worked for?

Josalyn Mosby has worked for Creative Planning, Pacific Life, Advisor Group, Securities America Inc., and Aureus Medical Group.

Who are Josalyn Mosby's colleagues at Creative Planning?

Josalyn Mosby's colleagues at Creative Planning include Jennifer Casey, Cfp®, Susan Unkrich Guilford, Mark Doman, Sheryl Watson, and Samantha Fitzgerald.

How can I contact Josalyn Mosby?

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

What schools did Josalyn Mosby attend?

Josalyn Mosby holds Bachelor Of Business Administration (B.B.A.), Human Resources Management/Marketing from University Of Nebraska At Omaha.

What skills is Josalyn Mosby known for?

Josalyn Mosby is listed with skills including Customer Service, Retail Banking, Office Administration, Microsoft Office, Retail Sales, Banking, Credit, and Sales.

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