John Simonson Email & Phone Number
Partner and Wealth Manager at Creative Planning, Inc. @ Creative Planning
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John Simonson Location
- Omaha, NE, US
John Simonson Work
- 2014 -now Partner and Wealth Manager at Creative Planning, Inc. @
- 2008 -2014 Vice President, Senior Account Executive @
John Simonson Education
- Kansas State University
John Simonson Skills
- Wealth
- Wealth Management
- Investment Management
- Strategic Financial Planning
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Equities
- Wealth Management Services
- Financial Planners
- Plannning
- Series 7
- Series 63
- Retirement
- Investments
- Financial Services
- Portfolio Management
- Securities
- Fixed Income
- Relationship Management
- 401k
- Investment Advisory
- Asset Management
- Investment Strategies
- Alternative Investments
- FINRA
- Uniform Combined State Law
- Insurance
- Financial Planning
John Simonson Summary
- John Simonson, based in Omaha, NE, US, is currently a Partner and Wealth Manager at Creative Planning, Inc. at Creative Planning, Inc.. John Simonson brings experience from previous roles at Fidelity Investments. John Simonson holds a Kansas State University. With a robust skill set that includes Wealth, Wealth Management, Investment Management, Strategic Financial Planning, Retirement Planning and more. John Simonson has 2 emails on RocketReach.
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