Andrea Epke
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Andrea Epke Email & Phone Number

Administrative Assistant at Creative Planning LLC at Creative Planning
Location: Kansas City Metropolitan Area, United States, United States 4 work roles 1 school
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Current company
Creative Planning
Role
Administrative Assistant at Creative Planning LLC
Location
Kansas City Metropolitan Area, United States, United States
Company size
631 employees

Who is Andrea Epke? Overview

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Quick answer

Andrea Epke is listed as Administrative Assistant at Creative Planning LLC at Creative Planning, a company with 631 employees, based in Kansas City Metropolitan Area, United States, United States. AeroLeads shows a matched LinkedIn profile for Andrea Epke.

Andrea Epke previously worked as Administrative Assistant at Creative Planning and Project Manager at Nucleus Training Solutions. Andrea Epke holds Bachelor'S Degree, Business Administration And Marketing from Doane University.

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Email format at Creative Planning

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Creative Planning

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Profile bio

About Andrea Epke

Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning currently manages approximately $38 billion for clients in all 50 states and abroad (as of March, 2019).Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk ManagementNote: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.

Current workplace

Andrea Epke's current company

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Creative Planning
Creative Planning
Administrative Assistant at Creative Planning LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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4 roles

Andrea Epke work experience

A career timeline built from the work history available for this profile.

Administrative Assistant

Current
Creative Planning

Overland Park, Kansas, United States

Jun 2022 - Present

Billing Administrator

Assurity

Lincoln, Nebraska, United States

  • Responsible for providing high level of service to worksite and group administration clients, including:
  • Reconciling worksite and group and individual list bills including handling complaints relating to premium payments, billing schedule, billing modes, accounting breakdowns, reinstatements, benefit add/delete.
  • Providing information and guidance to employer clients on worksite and group policy provisions and company procedures.
  • Ensuring compliance with company, state and federal regulations, including privacy regulations relating to customer information.
  • Coordinating with the worksite and group administration case set-up/initial bill setup for new business processing department to ensure smooth transition for bill reconciliation.
  • Generating and approving group contracts.
Jun 2018 - Jan 2022

New Business Specialist

Assurity

Lincoln, Nebraska, United States

  • Review and issue new business accident, critical illness, disability, hospital and life, which includes:
  • Coding applications on the admin system.
  • Reviewing applications for accuracy which includes verifying state compliance forms are included, agent contracting issues are being handled, and benefit information and riders are defined.
  • Reviewing applications for completeness by ordering requirements, communicating with brokers and sales documenting status actions and results on cases.
  • Researching questions regarding underwriting requirements, state requirements, and guaranteed to issue and simplified parameters.
  • Identifying and reporting MIB codes.
Aug 2006 - Jun 2018
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

JB Jennifer Boroff, Ea, Cfp® Jennifer Boroff, Ea, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States, United States View → AH Angie Houge Angie Houge Colleague at Creative PlanningOsceola, Iowa, United States, United States View → BH Brayden Harden Brayden Harden Colleague at Creative PlanningTopeka, Kansas, United States, United States View → CB Claire B. Claire B. Colleague at Creative PlanningEau Claire, Wisconsin, United States, United States View → JS John Simonson, Cfp® John Simonson, Cfp® Colleague at Creative PlanningOmaha, Nebraska, United States, United States View → MY Melissa Yost Cpa Melissa Yost Cpa Colleague at Creative PlanningArnold, Missouri, United States, United States View → TS Tyler Saam Tyler Saam Colleague at Creative PlanningGreater Chicago Area, United States View → RM Ryan Munroe, Cfp®, Cima® Ryan Munroe, Cfp®, Cima® Colleague at Creative PlanningSan Diego, California, United States, United States View → TW Thomas Ward Thomas Ward Colleague at Creative PlanningKansas City, Missouri, United States, United States View → SH Shannon Hopfinger Shannon Hopfinger Colleague at Creative PlanningKansas City, Missouri, United States, United States View →
1 education record

Andrea Epke education

FAQ

Frequently asked questions about Andrea Epke

Quick answers generated from the profile data available on this page.

What company does Andrea Epke work for?

Andrea Epke works for Creative Planning.

What is Andrea Epke's role at Creative Planning?

Andrea Epke is listed as Administrative Assistant at Creative Planning LLC at Creative Planning.

Where is Andrea Epke based?

Andrea Epke is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning.

What companies has Andrea Epke worked for?

Andrea Epke has worked for Creative Planning, Nucleus Training Solutions, and Assurity.

Who are Andrea Epke's colleagues at Creative Planning?

Andrea Epke's colleagues at Creative Planning include Jennifer Boroff, Ea, Cfp®, Angie Houge, Brayden Harden, Claire B., and John Simonson, Cfp®.

How can I contact Andrea Epke?

You can use AeroLeads to view verified contact signals for Andrea Epke at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Andrea Epke attend?

Andrea Epke holds Bachelor'S Degree, Business Administration And Marketing from Doane University.

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