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Mike Roberts

Managing Partner 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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Employees

Kevin Smith

Digital Marketing Manager

Mark Johannessen

Partner | Private Wealth Manager at Creative Planning

Donn Hess

Financial Wellness Consultant

Cfp® Jeff Juday

Managing Director & Private Wealth Manager

Nancy Thomsen

Certified Financial Planner Tm

David Larocca

Partner / Private Wealth Manager

Christian Reilly

Key Account Manager - 401k

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

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