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3.5
3 ratings
4.3
Salary & Benefits
2.0
Professional growth
4.0
Work-Life balance
4.0
Recognition & Support
3.3
Culture & Values
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Founded in 1983 and Headquartered in Overland Park, Kansas. Creative Planning is an independent wealth management company that provides financial planning, tax planning, wealth management, estate planning, and charities to individuals and organizations. Their mission is to work with individuals and institutions to design and manage their customized financial portfolios that optimize the probability of success and provide them the best path to wealth accumulation, retention, and transfer of assets by implementing strategies tailor to their customer's goals. Creative Planning is always looking for top talents with over 10 years of experience working with high net worth individuals with a clean compliance record. If you meet the above requirements then you can apply for the position of Wealth Manager, Estate Planning Attorney, Financial Planner, and several other available jobs.

Company - Private
$50M to $100M
Medium
Multiple locations
Investing Companies
1983
What departments Creative Planning employees work at?
DepartmentsRatio
Financial Managers30%
Financial Analysts and Advisors26.4%
other occupation21.2%
Management15.6%
Tax6.7%
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Team

Professional experience

How many years of experience do Creative Planning employees have before joining?
Years of experience at Creative Planning: Newcomers: 34%, Experiencers: 19%, Experts: 17%, Veterans: 30%. Creative Planning employees have less than 3 years experience on average before joining.
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Where did Creative Planning employees work before joining?
Where they've worked before Creative Planning: American Century Investments, Fidelity Investments, Gupta Wealth Management. Typical Creative Planning employees have worked at American Century Investments.
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American Century Investments
Fidelity Investments
Gupta Wealth Management
What industries did Creative Planning employees work in previously?
Industry Background: The most typical industries of Creative Planning: Investing Companies, Insurance Agency & Brokerage Firms, Finance & Insurance Companies, Commercial Banking Companies, Consulting Companies. Creative Planning employees most likely come from a Investing Companies industry background.
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Where did Creative Planning employees work before joining?
Past employers' size at Creative Planning: Small: 40%, Medium: 9%, Large: 51%. Most Creative Planning employees have previously worked at large companies.
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Educational background

What did employees at Creative Planning study?
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Where did employees at Creative Planning study?
College for Financial Planning
Kansas State University
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Employee data

How long do people stay in a role at Creative Planning?
Time employed at Creative Planning: <1: 19%, 1-3: 43%, 4-8: 32%, 9-13: 3%, 14-20: 2%, 20+: 1%. Most Creative Planning employees stay with the company for 1-3 years which is less than the industry average.
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How does Creative Planning rank for age & gender diversity?
Gender ratio at Creative Planning: 69.4% Male and 30.6% Female. Age ratio at Creative Planning: 16-20: 0%, 21-30: 38%, 31-40: 36%, 41-50: 22%, 51-60: 4%, 60+: 0%. Creative Planning rates - 3.4% less female than the industry average. Most Creative Planning employees are 21-30, which is below the industry median age range.
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Career advancement

How does Creative Planning rank for career advancement?
Career advancement at Creative Planning: low. Creative Planning ranks low for career advancement which is same as the industry average.
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