Brendan Wise Email & Phone Number
Financial Planner @ Creative Planning
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Brendan Wise Location
- Denver, CO, US
Brendan Wise Work
- Financial Planner @ (June 2021 - Present)
- Associate Wealth Advisor @ (April 2020 - February 2021)
- Client Service Coordinator @ (July 2018 - April 2020)
- Client Service Associate @ (May 2017 - March 2018)
- Senior Associate - Margin Specialist @ (August 2015 - April 2017)
- Wealth Management Intern @ (May 2013 - May 2015)
Brendan Wise Education
- University of St. Thomas
Bachelor of Arts - BA (Financial Management)
2011-2015 - Academy of Holy Angels 2007-2011
Brendan Wise Skills
- Leadership
- Time Management
- Teamwork
- Customer Service
- Microsoft Word
- Microsoft Office
- Microsoft Excel
- Finance
- Phone Etiquette
- Telephone Skills
- Microsoft Outlook
- Microsoft PowerPoint
- Windows
- Communication
- Financial Planning
- Organization Skills
- Analytical Skills
- Interpersonal Skills
- Microsoft Teams
- Tamarac Rebalancer
- Schwab
- Microsoft Dynamics CRM
- Team Building
- PowerPoint
- Social Media
- Phone Skills
- Public Speaking
- Event Planning
- Capital Markets
- Customer Satisfaction
- Cash Register
- File Cabinet
- Outlook
- Social Networking
- Document Management
- File Management
- Cashiering
- Goal Oriented
- Social Skills
- Scanners
- Research
- Inventory Management
- Cash Handling Experience
- Retail Sales
Brendan Wise Summary
- Brendan Wise, based in Denver, CO, US, is currently a Financial Planner at Creative Planning. Brendan Wise brings experience from previous roles at CLA (CliftonLarsonAllen), UBS and RBC Wealth Management. Brendan Wise holds a 2011 - 2015 Bachelor of Arts - BA in Financial Management @ University of St. Thomas. With a robust skill set that includes Leadership, Time Management, Teamwork, Customer Service, Microsoft Word and more. Brendan Wise has 2 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Brendan Wise?
Find contact details for 700 million professionals.
Others Named Brendan Wise
Brendan Wise
Supervisory Information Security Specialist
Annapolis, MD, US
Brendan Wise
Financial Planner
Denver, CO, US
Brendan Wise
Director of Business Operations
Denver, CO, US
Brendan Wise
Insurance Agent
Louisville, KY, US
Brendan Wise
Associate
New York, NY, US
Brendan Wise
Production Worker
United States
Top Creative Planning Employees
Ovi Vitas
Chief Marketing Officer
Orlando, FL, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Rodney Balbuena
Managing Director
Los Angeles, CA, US
Tony Franchimone
Managing Director
Carlsbad, CA, US
Garrett Stinson
Managing Director
Newport Beach, CA, US
Peter Mallouk
President and Chief Executive Officer
United States
Matt Gulseth
Managing Director and Partner
Saint Paul, MN, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Jeff White
Managing Director
California, United States
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co