An independent wealth advisory firm with $225 billion combined assets under management & advisement as of 12/31/21 and clients in all 50 states and abroad. At Creative Planning, we’re 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 that’s 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 you’re 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.
View Top Employees from Creative PlanningWebsite | https://creativeplanning.com |
Employees | 1,659 (1,659 on RocketReach) |
Founded | 1983 |
Address | 5454 W 110th St, Overland Park, Kansas 66211, US |
Phone | (866) 909-5148 |
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Industry | Financial Services, Consulting, Financial planning, Investment Management, Estate Planning, Tax Planning, Insurance Planning |
Keywords | Financial Planning, Investment Management Services, Private Wealth Management, Risk Management, Retirement Planning, Tax Planning, Estate Planning, Business Succession Planning |
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Nick Jacobson is the CMO of Creative Planning.
1,659 people are employed at Creative Planning.
Creative Planning is based in Overland Park, Kansas.