What departments does Creative Planning Business Services have?

Creative Planning Business Services has employees across 12 departments including Information Technology, Accounting, Business, Operations, Entrepreneurship.

What is the largest department at Creative Planning Business Services?

The largest department at Creative Planning Business Services is Accounting with 13 employees.

Where are Creative Planning Business Services employees located globally?

Creative Planning Business Services has employees across 5 continents and 26 countries including Madagascar, Nigeria, Saudi Arabia, United Arab Emirates, Oman.

How has Creative Planning Business Services's team size changed over time?

Creative Planning Business Services's team has decreased from approximately 455 to 441 employees based on available data.

Creative Planning Business Services Employee Directory

Business Consulting and ServicesKansas, United States501-1000 Employees

Creative Planning Business Services operates in the business consulting and services sector, providing customized advisory, tax, and financial services to help businesses manage growth and governance. It is based in Overland Park, Kansas. The unit stemmed from a 2023 alliance in which BerganKDV joined Creative Planning; BerganKDV continues to offer audit and attest services, while Creative Planning Business Services focuses on business-focused consulting and related financial services. Creative Planning itself is described as an independent wealth management firm that also provides business consulting, tax, and financial services, working with BerganKDV, a separately governed CPA firm that delivers audit and assurance. Recent 2026 developments indicate ongoing expansion, including leadership appointments and the acquisition of Brightworks Wealth Management.

Creative Planning Business Services Global Highlights

North America
692

United States Of America
691
Canada
1

Europe
46

Netherlands
33
United Kingdom Of Great Britain And Northern Ireland
4
Germany
3
Belgium
2
Azerbaijan
1
Moldova
1
Croatia
1
Spain
1

Asia
23

Russian Federation
9
India
3
Saudi Arabia
1
United Arab Emirates
1
Oman
1
Jordan
1
Cambodia
1
Israel
1
Uzbekistan
1
Singapore
1
Bahrain
1
Viet Nam
1
Kazakhstan
1

South America
4

Brazil
4

Africa
2

Madagascar
1
Nigeria
1

Creative Planning Business Services's Leadership

K. M.
Vice President Of Internet Marketing
Mobile Phone
Email
L. P.
Head Of Department
Mobile Phone
Email
J. T.
Virtual Chief Information Officer
Mobile Phone
Email
A. J.
Solution Sales Leader - Outsourced Accounting | Erp | Salt | Fractional Cfo Services
Mobile Phone
Email
D. T.
Partner | Business Advisor
Mobile Phone
Email
J. K.
Tax Director, Partner
Mobile Phone
Email
A. A.
Virtual Cio
Mobile Phone
Email
B. K.
Partner
Mobile Phone
Email

Creative Planning Business Services Employee Metrics

100%

50%

0%

2026

2025

Accounting
Information Technology
Program & Project Management
Analytics
Community & Social Services
Other
Consultant

Contact profiles from Creative Planning Business Services

Name

Title

Contact Info

Location

Last Update

J. T.
Virtual Chief Information Officer
Mobile Phone
Email
Jun 04, 2026
A. J.
Solution Sales Leader - Outsourced Accounting | Erp | Salt | Fractional Cfo Services
Mobile Phone
Email
Jul 17, 2026
D. T.
Partner | Business Advisor
Mobile Phone
Email
Apr 16, 2026
J. K.
Tax Director, Partner
Mobile Phone
Email
Jul 17, 2026
A. A.
Virtual Cio
Mobile Phone
Email
Oct 22, 2024
B. K.
Partner
Mobile Phone
Email
Oct 16, 2024
G. S.
Director Of Operations And Chief Compliance Officer
Mobile Phone
Email
Nov 27, 2023
L. A.
Partner
Mobile Phone
Email
Oct 17, 2024
M. E.
Partner
Mobile Phone
Email
Oct 22, 2024
P. S.
Owner
Mobile Phone
Email
SpainCatalonia
Feb 25, 2024

Frequently Asked Questions

What is Creative Planning Business Services known for?

Creative Planning Business Services operates in the Business Consulting and Services industry; you can contact the main corporate office by phone at

+1-319-234-****

. Explore Creative Planning Business Services's company overview page for more information.

What is Creative Planning Business Services's most common email format?

Creative Planning Business Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Creative Planning Business Services email formats with LeadIQ.

How many employees does Creative Planning Business Services have currently?

Creative Planning Business Services has approximately 530 employees as of July 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Creative Planning Business Services's key employees and leadership?

As of July 2026, Creative Planning Business Services's key employees include:

Vice President Of Internet Marketing: K. M.
Head Of Department: L. P.
Virtual Chief Information Officer: J. T.
Solution Sales Leader - Outsourced Accounting | Erp | Salt | Fractional Cfo Services: A. J.
Partner | Business Advisor: D. T.

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Creative Planning Business Services Employee Directory

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