Name: Allison Pollakowski

 Company: Creative planning, inc.

 Job title: Planificador financiero

 Country of Residence: United States

 Precise location: Kansas City, Missouri

Website of the company : thinkingbeyond.com / Size of the company : sign up to find out


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 People working at Creative planning, inc.

Name
Job Title
Action
  Kevin Jones, cfp®
Gerente de Riqueza
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  Bikram Shergill
Asociada fiscal
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  Zach Lyman
Planificador financiero
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  Veronica Mallouk
CEO Financiero
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  Phillip Pizzuti, cfp®
Gerente de Riqueza
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  Nick Mcdole
Gerente Senior de Soluciones - business developmentforce
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  Garrett Workmon
Planificador financiero en Creative Planning, Inc
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  Vicco Von bülow, cfp®
Gestor de patrimonio privado
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  Mike Roberts
Socio gerente
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  John Simonson, cfp®
Gerente de Riqueza de Creative Planning, Inc.
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  Melissa Madden
Administrador de operaciones
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  Kathleen Davis, cfp®
Administrador de patrimonio privado
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  Stephanie Trentham, cfp®, cfs
Gerente de Riqueza Privada en Creative Planning Inc.
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  Jennifer Overhoff
Gerente de Riqueza
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  Kelsey Lin
Administrador de operaciones
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  Kristina Cummings, cfp®
Planificador financiero
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  Paolo Ferretti, cfp®
Gerente de Riqueza
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  Michelle Martin
Ejecutivo de cuentas
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  Angela Sharma-stephens
Supervisor de Experiencia del Cliente
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  Heather Offutt
Eexperta en Contabilidad
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  Angele Fox
Gerente de Proyectos Senior
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  David Polischeck, cfp®
Gerente de Riqueza de Creative Planning, Inc.
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  Danielle Brown
Planificador financiero
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  Michael Snyder
Gestor de Portafolio - Estrategias Complejas
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  Kevin Johnston
CEO de Marketing de Creative Planning, Inc.
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  Dalton Woods
Paraplanificador
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  Clay Baker
Supervisor ejecutivo
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  David Ono
Eexperta en Contabilidad
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  Jake Chambers
Planificador financiero
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  Andrew Horsman, cfp®
Gerente de Riqueza
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  Norm Caldwell, aif®
Planificación creativa - Sur de la Florida
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  Kaylynn Watts
Gerente de Riqueza
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  Michael Herrick
Paraplanificador
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  Peter Boyack
Gerente de Riqueza
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  Ajay K. gupta, cima® crpc® cpwa®
Jefe de Estrategia de Inversiones
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  Brad Johnston, cpwa
Supervisor General
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  Jim Boxma , cfp®
Gerente de Riqueza en Creative Planning
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  Elizabeth Kouri
CEO General de Impuestos
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  Ken Pyle
Supervisor de Cumplimiento
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  Travis Bezella, cfp®
Supervisor General
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  Bryan O'neil
Asesor de Beneficios para Empleados
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  Branden Frazier
Supervisor General
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  Tom Zgainer
Managere de Ventas AB401k
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  Anthony Favela
CEO General
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  Micah Lawson
Planes de Jubilación- Asesor Financiero
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  Katie Krug
Gerente de Operaciones
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  Joshi Koneru, cfp®
Gestor de patrimonio privado
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  Emily Worthington
Eexperta en incorporación de clientes
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  Allison Pollakowski
Planificador financiero
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  Brad Ray
Planificador financiero
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