Associate Financial Planner
Current
Jun 2024 - Present
AeroLeads people directory · profile
Billy H. Email & Phone Number
Associate Financial Planner
at
Creative Planning
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Associate Financial Planner
Location
Kansas City Metropolitan Area, United States, United States
Company size
Who is Billy H.? Overview
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Quick answer
Billy H. is listed as Associate Financial Planner 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 Billy H..
Billy H. previously worked as Staff at Marksnelson and Audit Associate at Marksnelson. Billy H. holds Bachelor Of Arts - Ba, Finance And Accounting from Benedictine College.
Company email context
Email format at Creative Planning
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Creative Planning
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Profile bio
About Billy H.
Billy H. is a Associate Financial Planner at Creative Planning.
Current workplace
Billy H.'s current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
6 roles
Billy H. work experience
A career timeline built from the work history available for this profile.
Staff
Oct 2023 - Jun 2024
Audit Associate
Oct 2023 - Jun 2024
Senior Audit Assistant
Jan 2023 - Oct 2023
Senior Audit Assistant
Jan 2023 - Oct 2023
Audit Intern
Jan 2022 - Apr 2022
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
EC
Eileen Cunningham, Cfp®
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
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LS
Leah Schmid, Cpa, Cfp®
Colleague at Creative Planning
Madison, Wisconsin, United States, United States
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MH
Mackenna Haney
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
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CB
Cassie Belay
Colleague at Creative Planning
Cedar Rapids, Iowa, United States, United States
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RO
Rick Oldham, Cfp®
Colleague at Creative Planning
Kennesaw, Georgia, United States, United States
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JM
Jameson Moulder
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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JB
Jennifer Burleson, Chfc®, Mba, Cfp®
Colleague at Creative Planning
Greater St. Louis, United States
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VG
Vanesa Guardado
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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MF
Meg Fitzgerald, Cfp®
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
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DB
Debbie Biegler
Colleague at Creative Planning
St Michael, Minnesota, United States, United States
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Eileen Cunningham, Cfp®
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
View →
LS
Leah Schmid, Cpa, Cfp®
Colleague at Creative Planning
Madison, Wisconsin, United States, United States
View →
MH
Mackenna Haney
Colleague at Creative Planning
Kansas City Metropolitan Area, United States
View →
CB
Cassie Belay
Colleague at Creative Planning
Cedar Rapids, Iowa, United States, United States
View →
RO
Rick Oldham, Cfp®
Colleague at Creative Planning
Kennesaw, Georgia, United States, United States
View →
JM
Jameson Moulder
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
JB
Jennifer Burleson, Chfc®, Mba, Cfp®
Colleague at Creative Planning
Greater St. Louis, United States
View →
VG
Vanesa Guardado
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
View →
MF
Meg Fitzgerald, Cfp®
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
View →
DB
Debbie Biegler
Colleague at Creative Planning
St Michael, Minnesota, United States, United States
View →
2 education records
Billy H. education
Bachelor Of Arts - Ba, Finance And Accounting
High School Diploma
FAQ
Frequently asked questions about Billy H.
Quick answers generated from the profile data available on this page.
What company does Billy H. work for?
Billy H. works for Creative Planning.
What is Billy H.'s role at Creative Planning?
Billy H. is listed as Associate Financial Planner at Creative Planning.
Where is Billy H. based?
Billy H. is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning.
What companies has Billy H. worked for?
Billy H. has worked for Creative Planning, Marksnelson, Deloitte, and Rsm.
Who are Billy H.'s colleagues at Creative Planning?
Billy H.'s colleagues at Creative Planning include Eileen Cunningham, Cfp®, Leah Schmid, Cpa, Cfp®, Mackenna Haney, Cassie Belay, and Rick Oldham, Cfp®.
How can I contact Billy H.?
You can use AeroLeads to view verified contact signals for Billy H. at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Billy H. attend?
Billy H. holds Bachelor Of Arts - Ba, Finance And Accounting from Benedictine College.
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