John Simonson

John Simonson

Gestore di Portafoglio-Azioni presso Creative Planning LLC

Finance
Consumer Services

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

SocietàPosizioneInizio
Gestore di Portafoglio-Azioni 01/06/2014
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Formazione di John Simonson

Kansas State University Undergraduate Degree

Esperienze
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Aziende private

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Finance

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