Profilo
Mr. James M.
Agan is Wealth Manager at Creative Planning, Inc.
Mr. Agan was previously employed by United States Marine Corps.
He received his BA degree in Wealth Management from Capital University.
Precedenti posizioni note di James Michael Agan
| Società | Posizione | Fine |
|---|---|---|
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 | 01/10/2016 |
| United States Marine Corps | Corporate Officer/Principal | - |
Formazione di James Michael Agan
| Capital 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 | 2 |
|---|---|
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 |
| United States Marine Corps | Government |
- Borsa valori
- Insiders
- James Michael Agan
