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Creative Planning
Creative Planning started in 1983 as a US wealth manager. It supplies investment advisory services that include financial planning and investment management.
Creative Planning
Creative Planning started in 1983 as a US wealth manager. It supplies investment advisory services that include financial planning and investment management. The firm serves individuals, trusts, and corporate entities.
General information
Firm type
Bank / Wealth / Trust
Year founded
1983
AUM
151800 (Altss estimate)
Location
Region
North America
Country
United States
City
Overland Park
Corporate office
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Frequently asked questions
Who runs investment decisions at Creative Planning?
No named principals or CIO appear in the available records.
Does Creative Planning participate in fund commitments or only direct deals?
Available records contain no information on fund commitments or direct investments.
What investment stages does Creative Planning typically target?
No stage preferences are stated in the source material.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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