John Simonson
Gestore di Portafoglio-Azioni presso Creative Planning LLC
Profilo
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.
Posizioni attive di John Simonson
Società | Posizione | Inizio |
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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. | Gestore di Portafoglio-Azioni | 01/06/2014 |
Formazione di John Simonson
Kansas State 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 | 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 |
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