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Mike Roberts

Managing Partner at Creative Planning

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    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, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

Haley Elder

Fixed Income Portfolio Manager

Kelly Gage

Brand Building Consultant

Brad Blessen

Private Wealth Manager

Jason Baugh

Private Wealth Manager at Creative Planning Inc

Brad Ray

Senior Financial Planner

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Answer: Mike Roberts works for Creative Planning as Managing Partner

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  • Phone number  :  (***)-***-****
  • Email  :  m****@creativeplanning.com

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