Creative Planning Business Services Information
Contact top employees from
Creative Planning Business Services
Summary
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 ...Show more
Industries
Management Consulting
Headquarters Location
Employees Size
1000-5000 employees
Specialties
CPA Services, 401K Advisory Services, Life & Disability Insurance, Outsourced Technology, Outsourced Accounting, Outsourced Payroll, Estate & Trust, Business Valuation, Fraud & Forensic, NetSuite Cloud Solutions
Estimated Website Traffic
The chart shows a growth in traffic to the creativeplanning.com website. In August, traffic increased to 111577, compared to 111092 in the previous month. The highest traffic in 2025 was recorded in August, reaching 111577 visits.
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Current employees switched from
Ex-employees switched to
Length of Employment
Employee tenure at Creative Planning Business Services shows a diverse range of experience levels:
2% have been with the company for less than 1 year17% for 1–2 years29% for 3–4 years13% for 5–7 years6% for 8–10 years33% have over 11 years of service at Creative Planning Business ServicesEx-employees positions
In Company
In New Company
Contact top employees from
Creative Planning Business Services
Sailu Timbo
Partner, Business Advisor
Sydney Weyers
Tax Manager
Nicole Mead
Partner, Director of Business Development
Jaymie Swenson
Audit Intern
Tyler Walock
Municipal Auditor
Jim Kennedy
Business Advisor
Steven Keppler
Tax Manager
Sean Larson
Partner/ Director, Tax
Kim Austin
Solution Sales Leader - Outsourced Business Accounting
Georgina Schwery
State and Local Tax Senior
Ashley Doyen
Solution Sales Leader - Outsourced Business Accounting & Payroll
Matthew West
Partner / Director of Sales
Michael Martchev
Audit Manager
David Hudson
Tax Manager
Katie Goeman
Audit & Assurance Practice Leader - Shareholder
Brian Vriesen
Senior Audit Manager
Catalin Diaconu
Managing Director- Business Advisory
Jacob Ohnmacht
Audit Manager
Lucas Antes
Support Services Team Lead
Jenna Thrasher
Staff Accountant- Payroll, School Services
Joe DeJong
Business Advisor - ESOP
Samantha Shand
Technical Account Manager
Tommy Traeger
Partner / Manager, Tax
Nathan Funke
Virtual CFO and Finance Manager
Aaron Mahan
Virtual CFO
Deanna Espersen
Implementation Specialist
Aubri Westlake
Senior Recruiter
Brian Champ
Solutions Sales Leader - Tax
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FAQ
Creative Planning Business Services operates in the Management Consulting industries. More details can be found on the official website: creativeplanning.com.
The headquarters of Creative Planning Business Services are located in Overland Park, United States.
Creative Planning Business Services currently employs 1000-5000 people.
