Dan Mathews Email & Phone Number
Partner and Wealth Manager @ Creative Planning
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Dan Mathews Location
- Kansas City, MO, US
Dan Mathews Work
- 2014 -now Partner and Wealth Manager @
- 2001 -2014 Financial Planner @ Stepp & Rothwell, Inc.
Dan Mathews Education
- University of Missouri-Kansas City
Bachelor of Business Administration
1993-1996
Dan Mathews Skills
- Asset Allocation
- Finance
- Financial Planning
- Financial Advisory
- Estate Planning
- Financial Analysis
- Employee Benefits
- Portfolio Management
- Advertising
Dan Mathews Summary
- Dan Mathews, based in Kansas City, MO, US, is currently a Partner and Wealth Manager at Creative Planning Inc.. Dan Mathews brings experience from previous roles at Stepp & Rothwell, Inc.. Dan Mathews holds a 1993 - 1996 Bachelor of Business Administration @ University of Missouri-Kansas City. With a robust skill set that includes Asset Allocation, Finance, Financial Planning, Financial Advisory, Estate Planning and more. Dan Mathews has 2 emails on RocketReach.
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