Tim Sutton Location
Overland Park, KS, US
Tim Sutton Work
- 2021 - now Principal and Wealth Manager @ Creative Planning
- 2011 - now Wealth Manager @ Creative Planning
- 2000 - 2011 Vice President- Financial Consultant @ Charles Schwab
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
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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Top Creative Planning Employees
-
Tom Zgainer
Founder AB401k at Creative Planning
Scottsdale, AZ, US35+ -
Nick Jacobson
Chief Marketing Officer at Creative Planning
Overland Park, KS, US25+ -
Jonathan Knapp
Chief Operating Officer at Creative Planning
Prairie Village, KS, US35 -
Lawrence Tynes
Managing Director | Sports at Creative Planning
Overland Park, KS, US35+ -
Chatten Scruggs
CTO at Creative Planning
Leawood, KS, US15+ -
Megan Schmitz
Chief People Officer at Creative Planning
Leawood, KS, US25+ -
Matt Pearson
Managing Director at Creative Planning
Mercer Island, WA, US25+ -
Jason Edmonds
Managing Director, Partner at Creative Planning
Lawrence, KS, US24 -
Rodney Balbuena
Managing Director at Creative Planning
Los Angeles, CA, US23 -
Gary Disalvo
Managing Director at Creative Planning
St. Louis, MO, US32 -
Thomas Panoplos
Managing Director at Creative Planning
Northbrook, IL, US14 -
Tom Demko
Managing Director at Creative Planning
Beverly Hills, CA, US23 -
Stacey Velez
Managing Director at Creative Planning
Martinez, CA, US25 -
Ken Zarske
Managing Director at Creative Planning
Minneapolis, MN, US31 -
Annie Tronoski
Managing Director at Creative Planning
New York, NY, US43
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