Creative Planning
An integrated wealth management firm bringing investment management and financial planning together.
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Firm-published information reviewed September 17, 2026. Confirm the exact legal entity, program, and current terms. Read the official source ↗
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| Professional | Firm & role | Office | Focus | Shortlist |
|---|---|---|---|---|
 | Creative PlanningPresident & CEO | Overland ParkKansas | Wealth management |
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