Brigid Jones-Mook
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Profilo
Currently, Brigid Anne Jones-Mook holds the position of Wealth Manager & Partner at Creative Planning LLC.
She has over 17 years of experience in the financial services industry.
Prior to Creative Planning, she worked as a Portfolio Manager serving high net worth individuals, families, and non-profit foundations.
Brigid also previously worked as a Trust Officer/AVP for a regional bank focusing on trust administration and estate planning.
She received an undergraduate degree from Lindenwood University.
Posizioni attive di Brigid Jones-Mook
| Società | Posizione | Inizio |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/03/2014 |
Precedenti posizioni note di Brigid Jones-Mook
| Società | Posizione | Fine |
|---|---|---|
Acropolis Investment Management LLC
 Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Gestore di Portafoglio-Azioni | 31/12/2013 |
First Bankers Trust Co., NA
 First Bankers Trust Co., NA Major BanksFinance First Bankers Trust Co. NA operates as a chartered commercial bank. It offers personal banking and lending services. The company is headquartered in Quincy, IL. | Corporate Officer/Principal | - |
TD Ameritrade, Inc.
 TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Corporate Officer/Principal | - |
| F&M Bank & Trust Co. (Tulsa, Oklahoma) | Corporate Officer/Principal | - |
Formazione di Brigid Jones-Mook
| Lindenwood University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 5 |
|---|---|
Acropolis Investment Management LLC
Acropolis Investment Management LLC Investment ManagersFinance Acropolis Investment Management LLC (Acropolis) is a fee-only, SEC-registered investment advisor headquartered in St. Louis, Missouri. The firm was founded in 2002 by Christopher Lissner, David Ott and Dannelle Ward. Acropolis specializes in retirement planning together with 401k and IRA rollovers. They serve individual investors, institutional investors and 401k plan sponsors. | Finance |
| F&M Bank & Trust Co. (Tulsa, Oklahoma) | Finance |
TD Ameritrade, Inc.
TD Ameritrade, Inc. Investment Banks/BrokersFinance TD Ameritrade, Inc. is an investment brokerage firm headquartered in Omaha, Nebraska. They are a subsidiary of TD Ameritrade Online Holdings Corp., ultimately owned by The Charles Schwab Corp. (NYSE: SCHW). The firm was founded in 1975 and provides online brokerage services to their clients. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. | Finance |
First Bankers Trust Co., NA
First Bankers Trust Co., NA Major BanksFinance First Bankers Trust Co. NA operates as a chartered commercial bank. It offers personal banking and lending services. The company is headquartered in Quincy, IL. | Finance |
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 |
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