Creative Planning International

Financial Services • Shorewood Hills, Wisconsin, United States • 11-20 Employees

Company overview

Headquarters	3330 University Ave, Suite 202, Madison, Wisconsin 53705, US
Phone number	+16082371318
Website	creativeplanning.com
NAICS	52
Keywords	Wealth Management, Financial Planning, Investment Management, Strategic Tax Planning
Employees	11-20
Socials

Key Contacts at Creative Planning International

David Kuenzi

Director Of Creative Planning International

Peter Sengelmann

Partner / Director Of International Wealth Management & Investments

Carlos Abota

Choir Director

Creative Planning International Email Formats

Creative Planning International uses 2 email formats. The most common is {first name}.{last name} (e.g., john.doe@creativeplanning.com), used 66.7% of the time.

Format	Example	Percentage
{first name}.{last name}	john.doe@creativeplanning.com	66.7%
{first initial}.{last name}	j.doe@creativeplanning.com	33.3%

About Creative Planning International

Creative Planning International provides leading U.S.-based investment and financial planning services to American expatriates and non-U.S. citizens living in more than 90 countries. We’re proud to be part of Creative Planning, an independent wealth advisory firm with more than $345 billion in combined assets under management and advisement.* Our team of cross-border wealth managers and financial planners is uniquely qualified to manage the complex implications of U.S. citizenship-based taxation for Americans abroad. We also work with non-U.S. citizen expats who face complicated tax regulation associated with cross-border investing. You’ll benefit from our comprehensive, planning-led approach focused on helping you achieve your long-term financial goals even as you live and work across borders. Why not give your wealth a second look? Your Team Awaits. *In combined assets under management or advisement by Creative Planning and its affiliates as of September 30, 2024.

Creative Planning International revenue & valuation

Annual revenue	$4,000,000
Revenue per employee	$364,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$12,800,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Intern

Director

Partner

Employees by Department

Creative Planning International has 7 employees across 2 departments.

Departments

Number of employees

Funding Data

Creative Planning International has never raised funding before.

Frequently asked questions

Creative Planning International is located in Shorewood Hills, Wisconsin, US.

You can reach Creative Planning International at +16082371318.

Creative Planning International has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.