Creative Planning
Investment Banking
Company overview
Creative Planning was founded in 1983. This company provides wealth management and investment advice services. Their headquarters are located in Overland Park, Kansas.
Employees by Level
C-Level
42
VP-Level
11
Director
224
Manager
735
Non-Manager
1168
Top Contacts
1795
Available Jobs at Creative Planning
Top C-suite Members of Company
Connect with key decision-makers at Creative Planning. View the C-suite executives and leadership team.
| Name | Title | Contact | Action |
|---|---|---|---|
| Peter Mallouk | President & Chief Executive Officer | p****[email protected] | Show details |
| Nathan Funke | Chief Financial Officer, Virtual & Manager, F | n****[email protected] | Show details |
| Nick Jacobson | Chief Marketing Officer | n****[email protected] | Show details |
| Dennis DuBois | Chief Financial Officer, Virtual | d****[email protected] | Show details |
| John Zulk | Chief Financial Officer, Virtual | j****[email protected] | Show details |
| Robert Mlenek | Division Chief Financial Officer | r****[email protected] | Show details |
| Jonathan Knapp | Chief Operating Officer | j****[email protected] | Show details |
| Justin Smock | Chief Information Officer, Virtual | j****[email protected] | Show details |
| Travis Scheving | Chief Financial Officer, Virtual | t****[email protected] | Show details |
| Aaron Mahan | Chief Financial Officer, Virtual | a****[email protected] | Show details |
| Chatten Scruggs | Chief Technology Officer | c****[email protected] | Show details |
| James Battmer | Chief Investment Officer | j****[email protected] | Show details |
| Ramesh Poola | Co-Chief Investment Officer | r****[email protected] | Show details |
| Stacy Robinson | Accounting Controller | s****[email protected] | Show details |
| Travis Berends | Outsourced Accounting Controller | t****[email protected] | Show details |
| Thomas Keenan | Controller | t****[email protected] | Show details |
| Bo Finop | Retirement Services Divisional Controller | b****[email protected] | Show details |
| Amy Keen | Outsourced Business Accounting Controller | a****[email protected] | Show details |
| Devin Cavanaugh | Controller | d****[email protected] | Show details |
| Michael Mccreary | Business Accounting Services Controller | m****[email protected] | Show details |
| Dustin Reeves | Business Accounting Services Controller | d****[email protected] | Show details |
| Nathan Funke | Chief Financial Officer, Virtual & Manager, F | n****[email protected] | Show details |
| Aaron Mahan | Chief Financial Officer, Virtual | a****[email protected] | Show details |
| Chatten Scruggs | Chief Technology Officer | c****[email protected] | Show details |
| Todd Shores | Chief Financial Officer, Virtual | t****[email protected] | Show details |
| Tim Engeldinger | Chief Executive Officer | t****[email protected] | Show details |
| Megan Schmitz | Chief People Officer | m****[email protected] | Show details |
Employees Contact
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Email formats
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| Email format | Example | Percentage |
|---|---|---|
| Email formats for Creative Planning are not available. | ||
Email verification tool
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Technology stack
Creative Planning uses RSS to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Open Graph to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses VWO to conduct A/B tests and personalize website experiences, enabling data-driven optimization of conversion rates and user journeys.
Creative Planning uses Facebook Pixel to track website visitor actions and collect conversion data, facilitating precise audience targeting, retargeting campaigns, and accurate measurement of advertising performance for improved ROI.
Creative Planning uses Google Font API to easily embed a diverse range of high-quality fonts on its website, enhancing typography, branding, and user experience with robust performance.
Creative Planning uses Cloudflare to enhance the performance, security, and reliability of its web applications by leveraging a global network for content delivery, DDoS protection, and WAF services.
Creative Planning uses Salesforce Marketing Cloud Account Engagement to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Microsoft Advertising to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Google Tag Manager to efficiently deploy and manage website tracking tags, marketing pixels, and analytics scripts without direct code modifications, centralizing data collection and accelerating marketing and analytics initiatives.
Creative Planning uses lit-html to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses lit-element to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses LazySizes to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses jQuery Migrate to ensure backward compatibility and smooth upgrades to newer jQuery versions by restoring deprecated features and behaviors, preventing existing scripts from breaking and aiding in code modernization.
Creative Planning uses jQuery to simplify client-side scripting, enabling faster and more efficient manipulation of the HTML DOM, event handling, animation, and AJAX interactions across various web browsers.
Creative Planning uses Isotope to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses crypto-js to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses core-js to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Calendly to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Yoast SEO Premium to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses Yoast SEO to optimize website content for search engines by providing real-time analysis and actionable recommendations, thereby improving search engine rankings and organic traffic.
Creative Planning uses Animate.css to enhance their digital capabilities and improve operational efficiency.
Creative Planning uses PHP to develop dynamic, data-driven web applications and websites, leveraging its robust server-side scripting capabilities for powerful and scalable online experiences.
Creative Planning uses MySQL to store, manage, and retrieve structured data efficiently and reliably, powering scalable web applications and critical business operations with robust data management capabilities.
Creative Planning uses Salesforce to unify customer data and streamline business processes across sales, service, and marketing, enhancing efficiency and driving growth.
Creative Planning uses WordPress to enhance their digital capabilities and improve operational efficiency.