Creative Planning, Inc.

Creative Planning, Inc.

Creative Planning, Inc.

Date Founded



5454 W 110th Street, Overland Park, Kansas, 66211, United States

Type of Company


Employees (Worldwide)



Holding Companies
Accounting & Financial Services
Other Business & Consulting Services
Investment Services & Portfolio Management

Company Description

Creative Planning, Inc. is a nationally recognized leader in the wealth management community, they are focused on providing clients with customized investment plans and comprehensive wealth management services. At Creative, they believe a client's portfolio must take into account where they are and where they want to go, as well as all of the unique circumstances that apply to their situation. For over 20 years, they have been working with individuals and institutions to customize and manage portfolios designed to optimize the probability of success.

Contact Data
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Executives & Employees

Director of Investor Psychology

Director of Financial Education

Director of Senior Fiduciary Advice

Director of Regulatory Governance

President & Chief Investment Officer

Chief Financial Officer

Co-Chief Investment Officer

Chief Operating Officer

Chief Compliance Officer

Partner & Wealth Manager

Paths to Creative Planning, Inc.
Potential Connections via
Relationship Science
Creative Planning, Inc.
Recent Transactions
Details Hidden

Creative Planning, Inc. purchases Sullivan, Bruyette, Speros & Blayney LLC from SBSB Holdings LLC

Details Hidden

Creative Planning, Inc. purchases Miller Financial Management LLC

Details Hidden

Creative Planning, Inc. purchases Lenox Wealth Management, Inc. (Private Banking) from Lenox Wealth Management, Inc.

Transaction Advisors
Investment Advisor

Advised onCreative Planning, Inc. purchases America's Best 401K LLC

Investment Advisor

Advised onCreative Planning, Inc. purchases OptiFour Integrated Wealth Management LLC

Advisors & Consultants

Senior Vice President, Financial at JConnelly, Inc.

Professional at JConnelly, Inc.

Non-Profit Donations & Grants
Details Hidden

President & Chief Investment Officer at Creative Planning, Inc.

Details Hidden

General Atlantic invests in companies located across the globe. The firm targets companies operating in the fields of consumer, financial services, healthcare, life sciences and technology. It provides financing for growth capital. It invests in both private and public companies and takes minority interest.

Awards & Honors
Rank #1
Financial Planning Magazine - Fastest Growing RIAs
Rank #5
Financial Advisor Magazine - Top RIA Survey, Asset Category: $1 Billion and Over
Rank #2
Financial Planning Magazine - Fastest Growing RIAs
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