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Veronica Mallouk

Chief Financial Officer at Creative Planning

  • LinkedIn

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and...

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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

Tim Sutton

Principal / Wealth Manager

Anne Burney

Assistant Vice President

Aif® Don Recker

Director, Corporate Retirement Plans

Jim Koch

Healthcare Channel Account Manager

Nick Burchstead

Senior Investment Manager - Team Manager

Jeremy Laughton

Wealth Manager and Attorney

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

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  • Phone number  :  (***)-***-****
  • Email  :  v****@thinkingbeyond.com

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