Creative Planning

Finance · Kansas, United States · 1K - 5K Employees

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Overview

Headquarters

5454 W 110th St, Overland Park, Kansas, ...

Phone Number

(833) 416-4702

Website

www.creativeplanning.com

Revenue

$1.6 Billion

Industry

Finance Securities Trading

About Creative Planning

Creative Planning is an independent wealth management and registered investment advisory firm providing comprehensive financial planning, investment management, retirement planning, tax strategy, estate planning, business succession, risk management, and family office services. The firm serves individuals, families, business owners, and institutions through a team of financial professionals, offering personalized, fiduciary-based advice and integrated financial solutions.Explore more
Creative Planning's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Creative Planning Org Chart

DH
United States flag for contact location.
David Hinnenkamp

Chief Executive Officer, Creative Planning Bu...

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Nathan Funke, Chief Financial Officer & Virtual Manager, Finance at Creative Planning
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Nathan Funke

Chief Financial Officer & Virtual Manager, Fi...

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JC
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José Cruz

Chief Marketing Officer & Partner

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JZ
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John Zulk

Chief Financial Officer, Virtual

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AM
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Aaron Mahan

Chief Financial Officer, Virtual

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JT
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Justin Tagtow

Chief Information Officer, Virtual

PhoneEmail
TS
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Travis Scheving

Chief Financial Officer, Virtual

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Dennis DuBois, Chief Financial Officer, Virtual at Creative Planning
United States flag for contact location.
Dennis DuBois

Chief Financial Officer, Virtual

PhoneEmail
JK
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Jonathan Knapp

Chief Operating Officer

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DB
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Daniel Bruns

Chief Operating Officer, Retirement Services ...

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AJ
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Abel Jaquez

Solution Sales Leader & Chief Financial Offic...

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RM
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Robert Mlenek

Division Chief Financial Officer

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JB
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Chief Investment Officer

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BM
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Accounting Controller

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RS
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Controller

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MM
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Business Accounting Services Controller

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AK
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Outsourced Business Accounting Controller

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JH
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Outsourced Business Services Controller

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JL
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Business Accounting Services Controller

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AH
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Outsourced Accounting Controller

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DC
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Controller

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Compare Similar Companies to Creative Planning

Compare insights from companies similar to Creative Planning, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Creative Planning

$1.6B
1K - 5K
Private
-
1983
DH
David HinnenkampCEO, Creative Planning Business Services
St. James's Place
$40.1B
1K - 5K
Public
-
1992
AM
Ann MccroryDirector, Marketing
Wealth Enhancement
$1.1B
1K - 5K
Private
-
1997
Phillip Brice, Chief Executive Officer Managing Partner at Wealth Enhancement
Phillip BriceCEO Managing Partner
Mariner
$1.1B
1K - 5K
Private
$75M
2006
AS
Andreas ScottRegional Managing Director
Edelman Financial Engines
$989.9M
1K - 5K
Private
-
1986
RH
Ralph HaberliCEO
Mercer Advisors
$876.5M
1K - 5K
Private
-
1985
JL
Jeffrey LokkenCEO
Bessemer Trust
$618.7M
1K - 5K
Private
-
1907
HM
Holly MacDonaldCEO
Illustration of an envelope

Creative Planning Tech Stack

A closer look at the technologies used by Creative Planning

Freshservice

By

Freshworks
ClickCease

By

Clickcease
Zingfit

By

Zingfit
DocuSign

By

DocuSign
See more technologies

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Frequently Asked Questions Regarding Creative Planning

What is Creative Planning's official website?
Creative Planning's official website is www.creativeplanning.com What is Creative Planning's Revenue?
Creative Planning's revenue is $1.6 Billion What is Creative Planning's SIC code?
Creative Planning's SIC: 62,628 What is Creative Planning's NAICS code?
Creative Planning's NAICS: 52,523 How many employees does Creative Planning have?
Creative Planning has 1K - 5K employees What industry does Creative Planning belong to?
Creative Planning is in the industry of: Finance, Securities Trading What is Creative Planning competition?
Creative Planning top competitors include: Mercer Advisors, Bessemer Trust, Mariner, St. James's Place What companies has Creative Planning acquired?
Creative Planning has acquired the companies: Berno Financial Management, Reilly Financial Advisors, Hogan Financial Management, ML&R Wealth Management What technology does Creative Planning use?
Some of the popular technologies that Creative Planning uses are: Freshservice, ClickCease, Zingfit, DocuSign Who is the CFO of Creative Planning?
Creative Planning's CFO is Nathan Funke How do I contact Creative Planning?
Creative Planning contact info: Phone number: (833) 416-4702 Website: www.creativeplanning.com What does Creative Planning do?

Creative Planning is an independent wealth management and registered investment advisory firm providing comprehensive financial planning, investment management, retirement planning, tax strategy, estate planning, business succession, risk management, and family office services. The firm serves individuals, families, business owners, and institution... s through a team of financial professionals, offering personalized, fiduciary-based advice and integrated financial solutions.Read More

 What are Creative Planning social media links?
Creative Planning Linkedin page Creative Planning Twitter page Creative Planning Facebook page Is Creative Planning a public company?
Creative Planning is private company therefore does not currently have an official ticker symbol
See more information about Creative Planning

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