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Insights

Asset Investments Creative Planning has recently made significant investments in various assets like Chimera Investment, RadNet Inc, Geron, EMX Royalty, American Woodmark, and Bilibili, indicating potential partnership or collaboration opportunities.

Industry Presence With a focus on financial services and managing over $300 billion in combined assets, Creative Planning is a key player in the industry, presenting opportunities for strategic alliances or cross-selling with other financial institutions.

Technology Stack Utilizing tech tools like Google Analytics, Cloudflare CDN, and Facebook, Creative Planning demonstrates a commitment to innovation, opening avenues for tech-driven collaborations or partnerships in the financial sector.

High Revenue Range With an annual revenue in the range of $100M - $1B, Creative Planning possesses significant financial stability, making them a lucrative potential client for services catered towards high-revenue firms.

Geographic Reach Operating in all 50 states and internationally, Creative Planning's broad geographic reach offers opportunities for global partnerships, expansion of services, and client acquisition across diverse regions.

Similar companies to Creative Planning

Creative Planning Tech Stack

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

  • Google Analytics
    Analytics
  • Cloudflare CDN
    Content Delivery Network
  • jsDelivr
    Content Delivery Network
  • Modernizr
    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
5%
Middle@thinkingbeyond.comMichael@thinkingbeyond.com
1%
FirstLast@thinkingbeyond.comJohnDoe@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 August 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 August 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 Google AnalyticsCloudflare CDNjsDelivrModernizrjQuery 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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