Creative Planning

Creative Planning

Financial Services, 5454 West 110th St, Overland Park, Kansas, 66211, United States, 1001-5000 Employees

creativeplanning.com

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Who is CREATIVE PLANNING

An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planni...

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  • 5454 West 110th St, Overland Park, Kansas, 66211, United States Headquarters: 5454 West 110th St, Overland Park, Kansas, 66211, United States
  • 1982 Date Founded: 1982
  • 1001-5000 Employees: 1001-5000
  • dollar-icon Revenue: $250 Million to $500 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211

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Creative Planning Org Chart and Mapping

Employees

Micah Lawson

Partner/ Client Relations Manager | Retirement Plans

Erica Beiriger

Operations Manager, Wms

Lacey Kerwin

Operations Team Manager

Courtney Stroope

Partner, Managing Director

Nikki Johnson

Investment Operations Specialist

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Frequently Asked Questions Regarding Creative Planning

Answer: Creative Planning's headquarters are located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's phone number is +18*********

Answer: Creative Planning's official website is https://creativeplanning.com

Answer: Creative Planning's revenue is $250 Million to $500 Million

Answer: Creative Planning's SIC: 6211

Answer: Creative Planning has 1001-5000 employees

Answer: Creative Planning is in Financial Services

Answer: Creative Planning contact info: Phone number: +18********* Website: https://creativeplanning.com

Answer: An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, were structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan thats optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If youre ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

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