Creative Planning
Highly Engaged Employees
Highly Engaged EmployeesFinance · Kansas, United States · 1K - 5K Employees
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Overview
Headquarters
5454 W 110th St, Overland Park, Kansas, ...Phone Number
(866) 273-2848Website
www.creativeplanning.comRevenue
$1.4 BillionIndustry
ZI Rank: 7
Signal Type
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ZI Rank
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About Creative Planning
Creative Planning is an independent wealth management firm that provides personalized financial planning and investment services. They take a comprehensive, planning-led approach, combining expertise in areas like taxes, estate planning, and investing to help clients achieve long-term financial success.Explore more
Creative Planning Org Chart
JB
Chief Investment Officer
SR
Accounting Controller
TB
Outsourced Accounting Controller
DC
Controller
AK
Outsourced Business Accounting Controller
JH
Outsourced Business Services Controller
TK
Controller
DR
Business Accounting Services Controller
BF
Retirement Services Divisional Controller
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Company Profile Activity
Activity Insights
Creative Planning is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Creative Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Creative Planning.
Creative Planning Tech Stack
A closer look at the technologies used by Creative Planning
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Most Recent Scoops
Hiring Plans
Creative Planning has more open roles in Marketing than it has had at any time in the past 12 months. Technologies mentioned include: Salesforce, Salesforce Marketing Cloud, Google Marketing Platform, Google Analytics, and Tealium. Areas of expertise include: Segmentation Analysis, Email Production, Political Campaigns, Segmentation Strategy, Multivariate Testing, Campaign Performance Analysis, and Marketing Automation.
Hiring Plans
Hiring Plans
Creative Planning has more open roles in Operations than it has had at any time in the past 12 months with an increased focus that include Client Services, and experience with Netsuite, and Proposal Development.
Hiring Plans
Hiring Plans
Creative Planning has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Ramp, QuickBooks, Bill.com, and Sage Intacct with an increased focus that include Business Development, Accounting, Financial Services, and Finance, and experience with Resource Allocation, Pricing Systems, and Project Management Software.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Hiring Plans
Hiring Plans
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Creative Planning is an independent wealth management firm that provides personalized financial planning and investment services. They take a comprehensive, planning-led approach, combining expertise in areas like taxes, estate planning, and investing to help clients achieve long-term financial success.... Read More
