Creative Planning Inc.

Facts about Creative Planning Inc.

Description

Creative Planning is a wealth management firm that offers comprehensive and personalized financial planning and investment management.

Website

thinkingbeyond.com

HQ Location

Overland Park, Kansas, United States

Number of employees

1001-5000

Industry

Financial Services

Latest update

April 30, 2024

Social media accounts of Creative Planning Inc.

X

Facebook

@creativeplanninginc

Linkedin

@creative-planning-inc-

Creative Planning Inc. employees

President & Chief Executive Officer

Marcella Patlán

Client Services Coordinator

Front Desk Coordinator

Chatten Scruggs

Senior Administrative Training Coordinator

Vice President Business Development

Regional Vice President/Business Development

Partner & Regional Vice President

Senior Account Coordinator at Creative Planning, LLC

Office Management Transition Coordinator

Director of Valuation Litigation Services

Director - Investment Analytics | Retirement

Partner / Managing Director

Jonathan Copley

Director, Client Engagement

David Osterberg

Partner & Managing Director

Managing Director at Lockton Retirement Services, an offering of Creative Planning

Director of Valuations

Marketing Director

Managing Director & Partner at Creative Planning, LLC

Managing Tax Director

Director of Talent Acquisition

Director of Practice Development - Sports & Entertainment

Partner/Managing Director at Creative Planning

Partner & Managing Director

Jameson Moulder

Director of Medicare Advisors

Managing Director

Frequent questions about Creative Planning Inc.

How many employees does Creative Planning Inc. have?

Creative Planning Inc. has approximately 1001-5000 employees.

What is Creative Planning Inc.'s industry?

Creative Planning Inc. is involved in the industry of Financial Services.

Where is Creative Planning Inc.'s headquarters?

Creative Planning Inc.'s headquarters is located in Overland Park, Kansas, United States.

What is the website of Creative Planning Inc.?

You may visit their official website at https://thinkingbeyond.com

What's the official twitter of Creative Planning Inc.

The twitter username of Creative Planning Inc. is @cpiwealth

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