org placeholder image

Lacey Kerwin

Operations Team Manager at Creative Planning

  • LinkedIn

Lacey Kerwin is an Operations Team Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, c...

Read More

map
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, ...

    Read More

  • Employees count Employees 1001-5000
  • Revenue Revenue 250 Million to 500 Million
signout-image
You are signed out

Sign in to CIENCE GO Data to uncover contact details

crown-icon Free credits every month

Creative Planning Org Chart and Mapping

Employees

Samuel Henson

Chief Legal Officer, Retirement

David Larocca

Partner / Private Wealth Manager

Ben Morrison

Le Practice Development

Lacey Kerwin

Operations Team Manager

Jenny Wiesner

Lead Tax Administrator at Creative Planning

Frequently Asked Questions Regarding Lacey Kerwin

Answer: Lacey Kerwin works for Creative Planning as Operations Team Manager

Answer: Lacey Kerwin’s role in Creative Planning is Operations Team Manager

Answer: Lacey Kerwin's email address is l***@gmail.com

Answer: Lacey Kerwin's business email address is l****@creativeplanning.com

Answer: Lacey Kerwin’s direct phone number is (***)-***-****

Answer: Lacey Kerwin works in the industry of: Financial Services

Answer: Lacey Kerwin is the current Operations Team Manager at Creative Planning.... Read More

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

Answer: Creative Planning's Operations Team Manager is Lacey Kerwin

Answer: Lacey Kerwin contact details:

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

Premium Sales Data for Prospecting

  • Sales data across over 200M records

  • Up-to-date records (less decayed data)

  • Accurate Email Lists (real-world tested)

  • Powerful search engine and intuitive interface

lock icon Get Full Access