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Andrew Shearer
Portfolio Manager-Aktien bei Creative Planning LLC
Ursprung des Netzwerks ersten Grades von Andrew Shearer
Einheit | Art der Einheit | Industrie | |
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Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
83
| Holding Company | Investment Managers | 83 |
Kansas State University
37
| College/University | Other Consumer Services | 37 |
Unternehmensgrafik - zweiten Grades
Beziehungen zu mehreren Unternehmen
Unternehmensverbindungen über das persönliche Netzwerk von Andrew Shearer
Unternehmen | Sektor | Verknüpfte Personen | Hauptposition |
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University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Kansas | College/University | Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree Graduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
Mariner LLC
![]() Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Founder Chief Investment Officer | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
DeMarche Associates, Inc.
![]() DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
University of Wisconsin | College/University | Undergraduate Degree | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
Kansas Bioscience Authority LLC
![]() Kansas Bioscience Authority LLC Financial ConglomeratesFinance Kansas Bioscience Authority LLC operates as a venture investor. It invests its own funds, attracts co-investors, manages its portfolio companies, and calls on its network of partners and experts to generate a return on and of invested capital. The firm focuses on agribusiness, animal health, human health, and life sciences technology sectors. The company was founded in 2004 and is headquartered in Olathe, KS. | Financial Conglomerates | Chief Executive Officer | |
United Way of Greater Kansas City, Inc.
![]() United Way of Greater Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Greater Kansas City, Inc. provides education, health, and social services. It specializes in child care, academic assistance, and family support. The company was founded in 1918 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member | |
INTRUST Financial Corp.
![]() INTRUST Financial Corp. Financial ConglomeratesFinance INTRUST Financial Corp. operates as a bank holding company. The firm owns and operates through INTRUST Bank. It offers wealth management services such as securities brokerage, mutual funds and various insurance and investment products. The company was founded in 1876 and is headquartered in Wichita, KS. | Financial Conglomerates | Director/Board Member | |
Fulcrum Global Capital LLC
![]() Fulcrum Global Capital LLC Investment ManagersFinance Fulcrum Global Capital LLC (Fulcrum Global Capital) is an venture capital firm founded in 2016 by Keith Harrington and John Peryam. The firm is headquartered in Shawnee, Kansas. | Investment Managers | Director of Finance/CFO | |
The American Institute of Baking
![]() The American Institute of Baking Miscellaneous Commercial ServicesCommercial Services The American Institute of Baking is a non-profit organization which provides education and research services for bakers and food processors. It offers baking applications, foundations, and specializations; food defense, building and equipment design, GMP and sanitation training, distance learning, online training, and food labeling training. The organization was founded in 1919 and is headquartered in Manhattan, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Guilford College | College/University | Undergraduate Degree | |
P&P Optica, Inc.
![]() P&P Optica, Inc. Industrial MachineryProducer Manufacturing P&P Optica, Inc. as a spectroscopy research company, which develops a solution for assessing and sorting food in-line and in real time. It improves the quality and safety of food produced in a processing plant, and optimizes the plant’s production at the same time. The company is headquartered in Waterloo, Canada. | Industrial Machinery | Director/Board Member | |
WeedOUT Ltd.
![]() WeedOUT Ltd. Chemicals: AgriculturalProcess Industries WeedOUT Ltd. is an Israeli company that focuses on exploiting sterility against resistant weeds. The company is based in Ness Ziona, Israel. Orly Noivirt-Brik, Efrat Lidor Nili has been the CEOs since 2016. The company was founded in 2016 by Orly Noivirt-Brik, Efrat Lidor Nili. | Chemicals: Agricultural | Director/Board Member | |
Kansas City University of Medicine & Biosciences | College/University | Director/Board Member | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charter Oak State College | College/University | Undergraduate Degree | |
Arizona State University | College/University | Masters Business Admin | |
Kornitzer Capital Management, Inc.
![]() Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM manages assets for institutions, mutual funds (the Buffalo Funds), and private clients. | Investment Managers | Corporate Officer/Principal | |
Stetson University | College/University | Undergraduate Degree | |
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree | |
E*TRADE Capital Management LLC
![]() E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
University Of Missouri School of Law | College/University | Graduate Degree | |
Western Carolina University | College/University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 48 |
Kanada | 2 |
Israel | 2 |
Pakistan | 2 |
Sektoral
Consumer Services | 30 |
Finance | 16 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Process Industries | 2 |
Operativ
Undergraduate Degree | 93 |
Portfolio Manager-Equities | 85 |
Corporate Officer/Principal | 52 |
Director/Board Member | 29 |
Masters Business Admin | 24 |
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