About Creative Planning
Creative Planning is a Financial Service company, headquartered in Madison, with 11 - 50 employees and annual revenue of $100M - $500M.
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 o...
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Creative Planning Company Highlights
Phone Number
(913) 338-xxxx
Corporate Office Address
3330 University Avenue
Madison, 53705
Website
Creative Planning Org
Creative Planning has 2 C-Level, 8 VP, 59 Director, 98 Manager, 18 Senior, and 108 Other employees.
Creative Planning Decision Makers
- CEOLee Richardson
- CFODave Kaye
- CMONick Jacobson
Creative Planning's Tech Stack
Frequently Asked Questions About
Creative Planning
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Who is the CEO of Creative Planning?
The CEO of Creative Planning is Lee Richardson. See full contact details ›
Who is the CMO of Creative Planning?
The CMO of Creative Planning is Nick Jacobson. See full contact details ›
Who is the CFO of Creative Planning?
The CFO of Creative Planning is Dave Kaye. See full contact details ›
How many senior employees does Creative Planning have?
Creative Planning has 185 senior employees that are typically used for decision making.
Who are the key decision makers at Creative Planning?
Key decision makers at Creative Planning include Lee Richardson (CEO), Dave Kaye (CFO), and Nick Jacobson (CMO). See full contact details ›
What technologies does Creative Planning use?
Creative Planning uses technologies including Adobe, Chart.js, and Cloudflare.
How do I contact Creative Planning?
To contact Creative Planning, visit creativeplanning.com.
What companies are similar to Creative Planning?
Companies similar to Creative Planning include Lawyer's Title Company, Citywide Home Mortgage, and Farmers Insurance Kansas City HQ.
Where is Creative Planning headquartered?
Creative Planning is headquartered at 3330 University Avenue, Madison.
What is the main phone number for Creative Planning?
The main phone number for Creative Planning is (913) 338-xxxx.
What is the official website for Creative Planning?
The official website for Creative Planning is creativeplanning.com.
What is the annual revenue of Creative Planning?
The annual revenue of Creative Planning is $100M - $500M.
How many employees does Creative Planning have?
Creative Planning has 11 - 50 employees.
What industry is Creative Planning in?
Creative Planning is in the Financial Service industry.
Last updated: May 28, 2025