Tim Sutton Email & Phone Number
Principal and Wealth Manager @ Creative Planning
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Tim Sutton Location
- Overland Park, KS, US
Tim Sutton Work
- 2021 -now Principal and Wealth Manager @
- 2011 -now Wealth Manager @
- 2000 -2011 Vice President- Financial Consultant @
Tim Sutton Education
- Baylor University - Hankamer School of Business
BBA (Finance)
1995-1999
Tim Sutton Skills
- Wealth Management
- Series 7
- Investment Advisory
- Strategic Financial Planning
- Investment Management
- Series 63
- Asset Allocation
- Mutual Funds
- Estate Planning
- Retirement Planning
- Asset Managment
- Retirement Plan Consulting
- Investment Strategies
- Uniform Combined State Law
- Investments
- Planning
Tim Sutton Summary
- Tim Sutton, based in Overland Park, KS, US, is currently a Principal and Wealth Manager at Creative Planning LLC. Tim Sutton brings experience from previous roles at Creative Planning Inc. and Charles Schwab. Tim Sutton holds a 1995 - 1999 BBA in Finance @ Baylor University - Hankamer School of Business. With a robust skill set that includes Wealth Management, Series 7, Investment Advisory, Strategic Financial Planning, Investment Management and more. Tim Sutton has 2 emails and 1 mobile phone numbers on RocketReach.
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