Creative Planning Business Services Employee Directory

Business Consulting and ServicesKansas, United States501-1000 Employees

As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey.

*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients.  Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

Find Creative Planning Business Services employees' phone numbers or email addresses

Creative Planning Business Services Global Highlights

North America
695

United States Of America
694
Canada
1

Europe
33

Netherlands
21
United Kingdom Of Great Britain And Northern Ireland
4
Germany
2
Azerbaijan
1
Belgium
1
Moldova
1
Italy
1
Spain
1
Croatia
1

Asia
18

Russian Federation
8
India
2
Saudi Arabia
1
United Arab Emirates
1
Jordan
1
Viet Nam
1
Uzbekistan
1
Cambodia
1
Singapore
1
Kazakhstan
1

South America
4

Brazil
4

Oceania
1

New Zealand
1

Creative Planning Business Services's Leadership

D. H.
Ceo, Creative Planning Business Services
Mobile Phone
Email
C. H.
CEO And Tax Partner
Mobile Phone
Email
D. H.
CEO And Firm Visionary
Mobile Phone
Email
A. O.
Chief Operating Officer
Mobile Phone
Email
J. H.
Chief Financial Officer
Mobile Phone
Email
L. R.
Partner / Managing Director Of Creative Planning Business Services
Mobile Phone
Email
S. T.
Partner, Business Advisor
Mobile Phone
Email
M. W.
Partner / Director Of Sales
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

L. R.
Partner / Managing Director Of Creative Planning Business Services
Mobile Phone
Email
United StatesMinnesota
Mar 19, 2026
S. T.
Partner, Business Advisor
Mobile Phone
Email
United StatesIowa
Jan 28, 2026
M. W.
Partner / Director Of Sales
Mobile Phone
Email
United StatesMichigan
Nov 14, 2025
N. M.
Partner, Director Of Business Development
Mobile Phone
Email
Apr 08, 2024
C. G.
Partner/Business Development Manager
Mobile Phone
Email
United StatesIowa
Nov 11, 2025
J. S.
Value Creation & Growth Partner
Mobile Phone
Email
United StatesMinnesota
Mar 27, 2026
T. S.
Virtual Chief Financial Officer
Mobile Phone
Email
United StatesColorado
Feb 26, 2026
T. S.
Virtual Cfo
Mobile Phone
Email
United StatesIowa
Feb 06, 2026
C. G.
Partner / Director Of Business Accounting Services
Mobile Phone
Email
United StatesIowa
Sep 09, 2025
D. H.
Ceo, Creative Planning Business Services
Mobile Phone
Email
United StatesMinnesota
Sep 18, 2024

Frequently Asked Questions

What is Creative Planning Business Services known for?

Creative Planning Business Services operates in the Business Consulting and Services industry. The company's main headquarters is located in 5454 West 110th Street Overland Park, Kansas 66211 United States; 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 524 employees as of March 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 March 2026, Creative Planning Business Services's key employees include:

Ceo, Creative Planning Business Services: D. H.
CEO And Tax Partner: C. H.
CEO And Firm Visionary: D. H.
Chief Operating Officer: A. O.
Chief Financial Officer: J. H.

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