John Simonson Email & Phone Number
Partner and Wealth Manager at Creative Planning, Inc. @ Creative Planning
John Simonson Location
Omaha, NE, US
John Simonson Work
- 2014 - now Partner and Wealth Manager at Creative Planning, Inc. @ Creative Planning
- 2008 - 2014 Vice President, Senior Account Executive @ Fidelity Investments
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
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 and 1 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
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25+
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Tom Zgainer
Founder AB401k at Creative Planning
Scottsdale, AZ, US35+ -
Nick Jacobson
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Overland Park, KS, US25+ -
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Dave Kaye
Chief Financial Officer at Creative Planning
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Chatten Scruggs
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Leawood, KS, US15+ -
Megan Schmitz
Chief People Officer at Creative Planning
Leawood, KS, US25+ -
Matt Pearson
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Mercer Island, WA, US25+ -
Jason Edmonds
Managing Director, Partner at Creative Planning
Lawrence, KS, US24 -
Thomas Panoplos
Managing Director at Creative Planning
Northbrook, IL, US14 -
Jeff White
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California, United States21 -
Stacey Velez
Managing Director at Creative Planning
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Stephanie Trentham
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Chris Johnson
Managing Director and Partner at Creative Planning
Atlanta, GA, US11 -
Ken Zarske
Managing Director at Creative Planning
Minneapolis, MN, US31
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