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Cfp® Lisa Saxton

Financial Planner at Creative Planning

  • LinkedIn

Lisa is a Financial Planner at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable plann...

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CREATIVE PLANNING

CREATIVE PLANNING

  • description Description
    An independent wealth advisory firm with more than $245 billion in combined assets under management and advisement as of 7/1/23 and clients in all 50 states and abroad. At Creative Planning, ...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
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Employees

Kevin Copley

Partner / Managing Director at Creative Planning, Llc

Jason Guehl

Partner / Managing Director

Janet Sexauer

Financial Planning Associate and Partner at Creative Planning Llc

Christian Reilly

Key Account Manager - 401k

Tim Brown

Employee Benefits Consultant

Jim Koch

Healthcare Channel Account Manager

Frequently Asked Questions Regarding Cfp® Lisa Saxton

Answer: Cfp® Lisa Saxton works for Creative Planning as Financial Planner

Answer: Cfp® Lisa Saxton’s role in Creative Planning is Financial Planner

Answer: Cfp® Lisa Saxton's email address is l***@gmail.com

Answer: Cfp® Lisa Saxton's business email address is l****@creativeplanning.com

Answer: Cfp® Lisa Saxton’s direct phone number is (***)-***-****

Answer: Cfp® Lisa Saxton works in the industry of: Financial Services

Answer: Cfp® Lisa Saxton is the current Financial Planner at Creative Planning.... Read More

Answer: Cfp® Lisa Saxton works Creative Planning located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's Financial Planner is Cfp® Lisa Saxton

Answer: Cfp® Lisa Saxton contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@creativeplanning.com

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