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Recent Investments Creative Planning has been actively investing in various assets recently, showcasing a growth-oriented approach and potential areas for collaborative partnerships or financial services offerings.

Diversified Portfolio With investments in companies like Sturm, Ruger & Company, SiTime Co., Chimera Investment, RadNet, Geron, and EMX Royalty, Creative Planning demonstrates a diverse portfolio, hinting at opportunities for investment consultations or advisory services.

Wealth Management Expertise By managing over $300 billion in combined assets and offering services such as private wealth management, investment management, trust and estate planning, retirement planning, and tax planning, Creative Planning positions itself as a leader in wealth management services, presenting a strong foothold for potential high-net-worth client engagements.

Competitive Positioning In a market with competitors like Charles Schwab, Goldman Sachs, Fidelity Investments, and J.P. Morgan, Creative Planning's unique value proposition and tailored financial planning solutions provide an edge for appealing to clients seeking personalized financial advice and portfolio management.

Strategic Technology Integration Utilizing a tech stack comprising Site Kit, Cloudflare CDN, and Gravity Forms among others, Creative Planning showcases a commitment to technology-driven solutions and digital engagement methods, offering potential collaborations with technology providers or enhancements for customer interactions.

Similar companies to Creative Planning

Creative Planning Tech Stack

Creative Planning uses 8 technology products and services including Site Kit, jsDelivr, Cloudflare CDN, and more. Explore Creative Planning's tech stack below.

  • Site Kit
    Analytics
  • jsDelivr
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • jQuery Migrate
    Javascript Libraries
  • jQuery Mobile
    Mobile Frameworks
  • Cloudflare Rocket Loader
    Performance
  • Gravity Forms
    Web Platform Extensions
  • Facebook
    Widgets

Creative Planning's Email Address Formats

Creative Planning uses at least 3 format(s):
Creative Planning Email FormatsExamplePercentage
Last@thinkingbeyond.comDoe@thinkingbeyond.com
79%
FLast@thinkingbeyond.comJDoe@thinkingbeyond.com
14%
First.Last@thinkingbeyond.comJohn.Doe@thinkingbeyond.com
6%
FirstL@thinkingbeyond.comJohnD@thinkingbeyond.com
1%
First.Last@creativeplanning.comJohn.Doe@creativeplanning.com
95%
First@creativeplanning.comJohn@creativeplanning.com
3%
Last@creativeplanning.comDoe@creativeplanning.com
1%
First.Middle@creativeplanning.comJohn.Michael@creativeplanning.com
1%
First@abcreative.netJohn@abcreative.net
83%
FLast@abcreative.netJDoe@abcreative.net
6%
F.Last@abcreative.netJ.Doe@abcreative.net
5%
First.Last@abcreative.netJohn.Doe@abcreative.net
6%

Frequently Asked Questions

Where is Creative Planning's headquarters located?

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Creative Planning's main headquarters is located at 5454 W 110th St Overland Park, Kansas 66211 US. The company has employees across 5 continents, including North AmericaAsiaAfrica.

What is Creative Planning's phone number?

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You can contact Creative Planning's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Creative Planning's stock symbol?

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Creative Planning is a publicly traded company; the company's stock symbol is N/A.

What is Creative Planning's official website and social media links?

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Creative Planning's official website is creativeplanning.com and has social profiles on LinkedIn.

How much revenue does Creative Planning generate?

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As of November 2024, Creative Planning's annual revenue reached $750M.

What is Creative Planning's SIC code NAICS code?

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Creative Planning's SIC code is 8748 - Business Consulting Services, Not Elsewhere Classified NAICS code is 541611 - Administrative Management and General Management Consulting Services.

How many employees does Creative Planning have currently?

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As of November 2024, Creative Planning has approximately 1.7K employees across 5 continents, including North AmericaAsiaAfrica. Key team members include Chief Marketing Officer: N. J.Chief Operating Officer: J. K.Chief Administrative Officer - Retirement Services: K. P.. Explore Creative Planning's employee directory with LeadIQ.

What industry does Creative Planning belong to?

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Creative Planning operates in the Financial Services industry.

What technology does Creative Planning use?

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Creative Planning's tech stack includes Site KitjsDelivrCloudflare CDNjQuery MigratejQuery MobileCloudflare Rocket LoaderGravity FormsFacebook.

What is Creative Planning's email format?

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Creative Planning's email format typically follows the pattern of . Find more Creative Planning email formats with LeadIQ.
Creative Planning

Creative Planning

Financial ServicesKansas, United States1001-5000 Employees

Independent wealth advisory firm Creative Planning and its affiliates manage and advise on more than $300 billion in combined assets and serve clients in all 50 states and abroad.*

At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. 

Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. 

If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you.

*As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.

Section iconCompany Overview

Headquarters
5454 W 110th St Overland Park, Kansas 66211 US
Phone number
SIC Code
8748 - Business Consulting Services, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
541611 - Administrative Management and General Management Consulting Services
Employees
1001-5000

Section iconFunding & Financials

  • $100M$1B

    Creative Planning's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Creative Planning's revenue is in the range of $100M$1B

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