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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.
Company Details
- Employees
- 10
- Address
- 3330 University Ave,
- Industry
- Financial Services
- HQ
- Madison, Wisconsin
Creative Planning International Questions
Creative Planning International's website is http://www.creativeplanning.com/international
Creative Planning International's LinkedIn profile is https://www.linkedin.com/company/creative-planning-international
Creative Planning International has
10 employees.
View email and phone details for 10
employees at Creative Planning International.
Creative Planning International's industry is
Financial Services
Creative Planning International's top competitors are
Prime Capital Financial,
Creative Planning,
Euroamerican Financial Advisors,
Creative Planning Retirement Services,
Creative Planning Business Services,
Sonmore Financial,
Creative Planning Legal, P.a.,
Creative Planning Financial Group,
Mariner,
Walkner Condon Financial Advisors.
Creative Planning International's categories are Financial Services
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Top Creative Planning International Employees
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Ann Sanders Woodyard, MBA, PhD, CFP(R)
Financial Planner At Creative Planning…
Kansas City Metropolitan Area, United States4thinkingbeyond.com, gmail.com, thinkingbeyond.com, gmail.com2 +191390XXXXX
-
Jake Mongler, MBA, CFP®
Partner / Global Wealth Manager
Madison, Wisconsin, United States, United States4thunfinancial.com, conocophillips.com, p66.com, creativeplanning.com -
Peter Sengelmann, CFA
Partner / Global Wealth Management
Greater Madison Area, United States3thunfinancial.com, thunfinancial.com, creativeplanning.com
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