Creative Planning Business Services Email Formats
Business Consulting and Services • 
Overland Park, Kansas, United States • 501-1000 Employees
Creative Planning Business Services Email Formats
Creative Planning Business Services uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@creativeplanning.com), used 45.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@creativeplanning.com | 58.8% |
{first name}.{last name} | john.doe@creativeplanning.com | 39.5% |
Key Contacts at Creative Planning Business Services
Mark Pieper
Partner / Tax Director
Adam Jones
Partner / Director Of Technology
Matthew West
Partner / Director Of Sales
Crystal Ford
Director Of Cpa Engagement
Shane Finn
National State & Local Tax Director
Steve Yahnke
Business Services Director
Gene Arenson
Solution Sales Director, Mergers & Acquisitions / Business Advisory
Robert Mlenek
Director Of Vcfo Services
Mark Mckelvey
Director Of Data And Automation Solutions
Michelle R Weber
Director, Tax
Company overview
| Headquarters | 5454 W 110th St, Overland Park, Kansas 66211, US |
| Phone number | +18662732848 |
| Website | |
| NAICS | 5416 |
| Keywords | Business Valuation, Life & Disability Insurance, Outsourced Accounting, Cpa Services, Outsourced Payroll, Estate & Trust, Fraud & Forensic, 401K Advisory Services, Netsuite Cloud Solutions, Outsourced Technology |
| Employees | 501-1000 |
| Socials |
About Creative Planning Business Services
As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey. *Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.
Employees by Management Level
Total employees: 501-1000
Seniority
Employees
Employees by Department
Creative Planning Business Services has 294 employees across 12 departments.
Departments
Number of employees
Funding Data
Creative Planning Business Services has never raised funding before.
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Frequently asked questions
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