Resident In Financial Planning
Current
Creative Edge Group
Jun 2024 - Present
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Josiah Kellogg Email & Phone Number
Detailed Retirement Planning Expert
at
Creative Edge Group
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 86%
Current company
Creative Edge Group
Role
Detailed Retirement Planning Expert
Location
Minneapolis, Minnesota, United States
Who is Josiah Kellogg? Overview
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Quick answer
Josiah Kellogg is listed as Detailed Retirement Planning Expert at Creative Edge Group, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Josiah Kellogg.
Josiah Kellogg previously worked as Resident in Financial Planning at Creative Edge Group and Resident in Financial Planning at Cornerstone Wealth Advisors, Inc.. Josiah Kellogg holds Business Finance, Investments And Securities from Brigham Young University - Idaho.
Profile bio
About Josiah Kellogg
I am a financial planning student at BYU-Idaho. Currently, I work with a small financial planning firm helping to guide families on their path to financial independence. I am very passionate about this industry in my work and studies, and it is my aspiration to become a fiduciary CFP professional working within a Registered Investment Advisory Practice.I am a self-motivated person who seeks out opportunities to assist in problem-solving. As an example, after working at a financial planning practice for around a month, I became aware of a stressful task or pain point for the support staff of an advisor that occurred monthly. After asking some questions about it, I learned that the process occurred in Microsoft Excel. Excel is one of my strengths. They showed me the problem and I offered to take on the challenge. By the next time they needed to do it, they had an automated excel process that I had built.
Current workplace
Josiah Kellogg's current company
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Creative Edge Group
11 roles
Josiah Kellogg work experience
A career timeline built from the work history available for this profile.
Resident In Financial Planning
May 2023 - Mar 2024
Financial Planning Intern
Mills Wealth Management
I was an intern at Mills Wealth Management in Napa California. In this firm, I was been handed immense trust as I worked to become a competent and well-rounded advisor. My time here with Mills Wealth Management has been a great start for me in the industry to gain experience and grow as an advisor. A key highlight of my experience here was implementing.
Aug 2021 - Apr 2023
Volunteer Tax Team Lead
Managed and provided leadership to a team of volunteer tax preparers by giving education and training so that they could adequately understand relevant tax code for most student's financial situations, and be properly trained in their duties to assist students in filing their tax returns. I also worked in a personal capacity to assist and educate students.
Jan 2023 - Mar 2023
Wealth Advisor Intern
Gained valuable experience developing and presenting financial plans to new clients with a large emphasis in tax planning and tax-efficient portfolio management.
Jul 2022 - Sep 2022
Volunteer Tax Preparer
Assisted and educated students who had the desire to self-file their tax returns and reviewed these tax returns for accuracy. I also held interpersonal conversations with each student as a form of tax planning and provided recommendations for adjustments to their tax return for the current year, and provided advice & education for their tax plan for the.
Jan 2022 - Apr 2022
Volunteer Financial Coach
Served as a volunteer financial coach to develop a personal relationship with each client. Provided education around foundational financial literacy skills such as budgeting, savings, & debt management and assisted clients as an accountability partner in achieving their goals.
Dec 2020 - Dec 2021
Financial Wellness Mentor & Coach
Working as a financial wellness mentor I was able to coach and mentor individuals and couples on their unique situations. As I walked them through the basics of personal finance, and "financial adulting" we also worked together to set and work towards financial goals. It was a joy to see people learn, grow, and apply the skills they learned!
Apr 2021 - Jul 2021
Involvement Desk Representative
Sep 2020 - Apr 2021
Academic Societies Council Member
This was a great position! I was able to step in and help people with a variety of needs. Being in a help desk capacity, I had plenty of experience of being asked questions I did not know the answer to at that time, and resolved their concerns by either figuring it out for clients, or by finding the answer alongside the client!
Sep 2020 - Mar 2021
Carpenter
Apr 2020 - Sep 2020
1 education record
Josiah Kellogg education
FAQ
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What company does Josiah Kellogg work for?
Josiah Kellogg works for Creative Edge Group.
What is Josiah Kellogg's role at Creative Edge Group?
Josiah Kellogg is listed as Detailed Retirement Planning Expert at Creative Edge Group.
Where is Josiah Kellogg based?
Josiah Kellogg is based in Minneapolis, Minnesota, United States while working with Creative Edge Group.
What companies has Josiah Kellogg worked for?
Josiah Kellogg has worked for Creative Edge Group, Cornerstone Wealth Advisors, Inc., Mills Wealth Management, Brigham Young University - Idaho, and Parkshore Wealth Management.
How can I contact Josiah Kellogg?
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What schools did Josiah Kellogg attend?
Josiah Kellogg holds Business Finance, Investments And Securities from Brigham Young University - Idaho.
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