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 @ Creative Planning
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

see less

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 and 1 mobile phone numbers on RocketReach.

Dan Mathews Emails

Found 2 emails

Dan Mathews Phone Numbers

Found 3 phone numbers

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Top Creative Planning Employees

Peter Mallouk

President and Chief Executive Officer at Creative Planning

United States
2
- gmail.com
- creativeplanning.com
5+
- +1 913-327-XXXX
- +1 913-338-XXXX
- +1 631-549-XXXX
- +1 913-696-XXXX
- +1 408-981-XXXX
- +1 913-341-XXXX
Dave Kaye

Chief Financial Officer at Creative Planning

Kansas City, MO, US
1
- creativeplanning.com
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- +1 617-912-XXXX
- +1 617-988-XXXX
- +1 781-489-XXXX
- +1 978-922-XXXX
- +1 617-542-XXXX
- +1 617-912-XXXX
Tamara Lowenberg

Managing Director at Creative Planning

Sacramento, CA, US
2
- creativeplanning.com
- gmail.com
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- +1 707-290-XXXX
- +1 801-455-XXXX
- +1 916-517-XXXX
- +1 801-450-XXXX
- +1 801-969-XXXX
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Jeff White

Managing Director at Creative Planning

California, United States
2
- gmail.com
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1
- +1 916-390-XXXX

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