Todd Shepherd Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Todd Shepherd Location
- Kansas City, MO, US
Todd Shepherd Work
- 2004 - now Partner and Private Wealth Manager @
Todd Shepherd Education
- Rockhurst University - Graduate School of Business
MBA (Business Administration)
1999 - 2001 - The University of Kansas
B.A. (Accounting)
1987 - 1991 - Certified Financial Planner
CFP
- Certified Public Accountant
CPA
Todd Shepherd Skills
- Charities
- Investment Management
- Investment Advisory
- Business
- Wealth Management
- Wealth Management Services
Todd Shepherd Summary
- Todd Shepherd, based in Kansas City, MO, US, is currently a Partner and Private Wealth Manager at Creative Planning. Todd Shepherd holds a 1999 - 2001 MBA in Business Administration @ Rockhurst University - Graduate School of Business. With a robust skill set that includes Charities, Investment Management, Investment Advisory, Business, Wealth Management and more. Todd Shepherd has 4 emails and 3 mobile phone numbers on RocketReach.
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Top Creative Planning Employees
Daniel Bruns
COO Retirement Services, Head of Participant Advice
Chicago, IL, US
Nick Jacobson
Chief Marketing Officer
Overland Park, KS, US
Jason Edmonds
Managing Director, Partner
Lawrence, KS, US
Peter Mallouk
President and Chief Executive Officer
United States
Chatten Scruggs
CTO
Leawood, KS, US
Thomas Panoplos
Managing Director
Northbrook, IL, US
Tamara Lowenberg
Managing Director
Sacramento, CA, US
Stacey Velez
Managing Director
Martinez, CA, US
Jeff White
Managing Director
California, United States
Annie Tronoski
Managing Director
New York, NY, US
Dave Kaye
Chief Financial Officer
Kansas City, MO, US
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