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Jake Mongler

Global Wealth Manager at Creative Planning

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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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Creative Planning Org Chart and Mapping

Employees

Renee Vogel

Operations Team Manager

Brad Ray

Senior Financial Planner

Noah Wright

Senior Tax Accountant

Dustin Landau

Senior Investment Manager

Donn Hess

Financial Wellness Consultant

Cfp® Scott McKay

Wealth Manager at Creative Planning, Inc.

Sean Granere

Private Wealth Manager

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

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