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Kathleen Harris

Wealth Manager at Creative Planning

  • LinkedIn

Kathleen Davis is a Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, ...

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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

Nick Burchstead

Senior Investment Manager - Team Manager

Cfp® Ben Djelassi

Partner / Managing Director

Whitney Hill

Financial Planner at Creative Planning Llc

Jim Remembrance

Chief Investment Officer

Lacey Kerwin

Operations Team Manager

Kevin Smith

Digital Marketing Manager

Frequently Asked Questions Regarding Kathleen Harris

Answer: Kathleen Harris works for Creative Planning as Wealth Manager

Answer: Kathleen Harris’s role in Creative Planning is Wealth Manager

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Answer: Kathleen Harris works in the industry of: Financial Services

Answer: Kathleen Harris is the current Wealth Manager at Creative Planning.... Read More

Answer: Kathleen Harris works Creative Planning located at 5454 West 110th St, Overland Park, Kansas, 66211, United States

Answer: Creative Planning's Wealth Manager is Kathleen Harris

Answer: Kathleen Harris contact details:

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

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