Creative Planning
Employees
31
Industry
—
Headquarters
—
Website
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Founded
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Annual Revenue
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Key Contacts (top 3)
Employee Breakdown
By Seniority
Other31
By Country
KA10
MI2
HA1
ID1
People at Creative Planning 31 total
| Name | Title | Seniority | Location |
|---|---|---|---|
| Aaron Kowal - Partner and Managing Director at Creative Planning | |||
| Ben Djelassi - Partner and Managing Director at Creative Planning | |||
| Cfp® Carlos J.f. Lopez - Partner and Managing Director at Creative Planning LLC | |||
| Chatten Scruggs - CTO at Creative Planning Inc. | KA | ||
| Chris Beesley - Partner | Managing Director at Creative Planning | Indonesia | ||
| Christy Watson - Executive Assistant at Creative Planning Inc. | KA | ||
| Cory Nakamura - Partner | Managing Director at Creative Planning | HA | ||
| David Dermenjian - Partner and Managing Director at Creative Planning | |||
| David Kaye - Chief Financial Officer at Creative Planning Inc. | MI | ||
| Ernie Talarico - Partner and Managing Director at Creative Planning | |||
| Francis Enright - Partner and Managing Director at Creative Planning | |||
| Frank Fairbanks - Partner, Private Wealth at Creative Planning | |||
|
FR |
Fred Rutler - Partner and Managing Director at Creative Planning Retirement Services | ||
| James Battmer - Chief Investment Officer at Creative Planning | KA | ||
| James Ciarmella - Partner and Managing Director at Creative Planning LLC | |||
| Jennifer Price - Partner at Creative Planning | KA | ||
| Jonathan Knapp - Chief Operating Officer at Creative Planning Inc. | KA | ||
| Kim Riewerts - Partner and Managing Director at Creative Planning | |||
| Mathew Emmert - Private Wealth Manager, Partner at Creative Planning | |||
| Megan Schmitz - Chief People Officer at Creative Planning | KA | ||
|
MI |
Mike Roberts - Managing Partner at Creative Planning Inc. | KA | |
| Nick Bedlan - Partner and Managing Director at Creative Planning | |||
| Nick Jacobson - Chief Marketing Officer at Creative Planning LLC | KA | ||
| Perry Dufresne - Partner and Managing Director at Creative Planning | |||
| Rick Foytek - Partner and Managing Director at Creative Planning LLC | |||
| Robert Eckholt - Partner at Creative Planning | KA | ||
| Robert Pascuzzi - Partner at Creative Planning | KA | ||
|
RY |
Ryan Block - Partner and Managing Director at Creative Planning | ||
| Samuel Henson - Chief Legal Officer, Retirement at Creative Planning | MI | ||
| Tom Simonson - Partner and Managing Director at Creative Planning Retirement Services | |||
| Tom Zgainer - Founder AB401k at Creative Planning Inc. |
Email Format at Creative Planning
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