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51-200 employees
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financial services
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5454 W 110th St,Overland Park,Kansas,US
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Creative Planning is featured by Barron’s as the #1 Independent Wealth Management Firm in America by Barron’s (2017). Creative Planning and its President and Chief Investment Officer, Peter Mallouk, are the only firm in history to be recognized by Barron's as their "#1 Independent Advisor in America" for three consecutive years (2013-2015). Creative Planning has also been named as the "#1 Wealth Management Firm in America" by CNBC on the only two rankings the network ever released (2014-2015).Creative Planning has been providing wealth management services to high net worth clients since 1983, and currently manages approximately $55.6B, as of October 1, 2020, for clients in all 50 states. Our mission is to provide our clients with the best path to wealth accumulation, retention, and transfer of assets by creating and implementing strategies that are tailored to their unique goals.We are driven to provide our clients with uncluttered, unbiased advice that enhances their quality of life and leads to sustained and actionable solutions. We offer thorough counsel on each client's wealth management issues. Our goal is to provide clients with clarity, to educate, and to make significant and tangible progress toward every client's financial goals, maximizing the family’s enjoyment of their wealth now and in the future.Additional disclosures regarding awards/rankings can be found at: https://creativeplanning.com/important-disclosure-information/
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Creative Planning LLC Email Formats | Example Email Formats | Percentage |
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{first}.{last} | [email protected] |
66.67%
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The widely used Creative Planning LLC email format is {first}.{last} (e.g. [email protected]) with 66.67% adoption across the company.
To contact Creative Planning LLC customer service number call here 866-909-5148. To contact Creative Planning LLC customer service number in your country click here to find.
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