Company

Creative Planning Business Services

Business Consulting And Services Overland Park, Kansas, United States 534 employees

Employees: 534
Contacts: 3
Emails: 3
Phones: 3

bergankdv.com LinkedIn

Creative Planning Business Services Overview

Headquarters: Overland Park, Kansas, United States
Website: bergankdv.com
Industry: Business Consulting And Services
Employees: 534
NAICS: Management, Scientific, and Technical Consulting Services

Management Consulting Services

Other Scientific and Technical Consulting Services

Keywords

CPA Services 401K Advisory Services Life & Disability Insurance Outsourced Technology Outsourced Accounting Outsourced Payroll Estate & Trust Business Valuation Fraud & Forensic NetSuite Cloud Solutions

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.

Creative Planning Business Services Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 3; 75.0% coverage

Creative Planning Business Services Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jim Stelten	Value Creation & Growth	Cologne, Minnesota, United States	Email Phone
David Wyant		Waterloo, Iowa, United States	Email Phone
Chad Greenlee	Scaling Sales Teams & Optimizing Dealer	Cedar Rapids, Iowa, United States	Email Phone
Jamie Katz	Cpa/advisor to Dentists, Doctors		View