John Simonson

John Simonson

Portfolio Manager-Aktien bei Creative Planning LLC

Finance
Consumer Services

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

UnternehmenPositionBeginn
Portfolio Manager-Aktien 01.06.2014
Alle aktiven Positionen von John Simonson

Ausbildung von John Simonson

Kansas State University Undergraduate Degree

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