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Patrick Harris

Business Development Specialist 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

Nancy Thomsen

Certified Financial Planner Tm

Jim Remembrance

Chief Investment Officer

Haley Elder

Fixed Income Portfolio Manager

Mary Rodgers

Administrative Assistant

Cfp® Jay Beebe

Partner / Private Wealth Manager

Frequently Asked Questions Regarding Patrick Harris

Answer: Patrick Harris works for Creative Planning as Business Development Specialist

Answer: Patrick Harris’s role in Creative Planning is Business Development Specialist

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

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

Answer: Creative Planning's Business Development Specialist is Patrick Harris

Answer: Patrick Harris contact details:

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

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