Creative Planning Business Services Information

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Summary

The company currently specializes in the Management Consulting area. The annual revenue of Creative Planning Business Services varies between 1B and 5B. To connect with Creative Planning Business Services employee register on SignalHire.

Websitecreativeplanning.com
Industries
Headquarters address5454 W 110th St, Overland Park, Kansas, 66211 US
Company Size1000-5000 employees
SpecialtiesCPA Services, 401K Advisory Services, Life & Disability Insurance, Outsourced Technology, Outsourced Accounting, Outsourced Payroll, Estate & Trust, Business Valuation, Fraud & Forensic, NetSuite Cloud Solutions
Estimated Annual Revenue$1B - 5B

Estimated Website Traffic

The chart shows a decline in traffic to the creativeplanning.com website. In May, traffic decreased to 147379, compared to 158507 in the previous month. The highest traffic in 2026 was recorded in March, reaching 178758 visits.

Workforce Turnover

Number of staff members switched

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Total employee turnover

Departmental Headcount Distribution

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Turnover activity captured in SignalHire's departmental sample ( employees):

Corporate Tenure Analytics

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Workforce Experience Insights

2% have been with the company for less than 1 year6% have been with the company for 1 to 2 years5% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years20% have been with the company for 8 to 10 years56% have been with the company for more than 11 years

Former Staff Career Paths

Role at Former Company
Role at New Company
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Aaron Mahan
Aaron MahanVirtual CFO
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Michele Linder
Michele LinderPractice Coordinator
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Sailu Timbo
Sailu TimboPartner, Business Advisor
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Nicole Mead
Nicole MeadPartner, Director of Business Development
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Jaymie Swenson
Jaymie SwensonAudit Senior
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Tyler Walock
Tyler WalockMunicipal Auditor
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Jim Kennedy
Jim KennedyBusiness Advisor
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Steven Keppler
Steven KepplerTax Manager
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Sean Larson
Sean LarsonPartner/ Director, Tax
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Kim Austin
Kim AustinSolution Sales Leader - Outsourced Business Accounting
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Georgina Schwery
Georgina SchweryState and Local Tax Senior
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Jimmy Hissong
Jimmy HissongMSP Support Technician
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Meredith Ahrenholtz
Meredith AhrenholtzAssurance Supervisor
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Catherine
CatherineManager, Credits & Incentives
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AJ Karn
AJ KarnAudit Staff
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FAQ

Creative Planning Business Services operates in the Business Consultancy industries. More details can be found on the official website: creativeplanning.com.
Creative Planning Business Services has offices located in Overland Park, US.
The headquarters of Creative Planning Business Services are located in Overland Park, United States.
Creative Planning Business Services currently employs 1000-5000 people.
Creative Planning Business Services's revenue is approximately 1.5B.

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