John Simonson
Portfolio Manager-Aktien bei Creative Planning LLC
Profil
Mr. John S.
Simonson is a Wealth Manager at Creative Planning LLC.
He is working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs.
His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.
Prior to joining Creative Planning, Mr. Simonson worked for a major financial services firm as a Vice President, Senior Account Executive.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Science degree from Kansas State University.
Aktive Positionen von John Simonson
Unternehmen | Position | Beginn |
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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. | Portfolio Manager-Aktien | 01.06.2014 |
Ausbildung von John Simonson
Kansas State University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
Private Unternehmen | 1 |
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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. | Finance |