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Chris Rowell Email & Phone Number

Partner and Private Wealth Manager at Creative Planning
Location: Greater Houston, United States, United States 10 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@creativeplanning.com
LinkedIn Profile matched
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Current company
Creative Planning
Role
Partner and Private Wealth Manager
Location
Greater Houston, United States, United States
Company size
1946 employees

Who is Chris Rowell? Overview

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Quick answer

Chris Rowell is listed as Partner and Private Wealth Manager at Creative Planning, a company with 1946 employees, based in Greater Houston, United States, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Chris Rowell.

Chris Rowell previously worked as Private Wealth Manager at Creative Planning and Vice President - Private Wealth Advisor at Westwood Holdings Group, Inc.. Chris Rowell holds Bs, Economics from University Of Nebraska At Omaha.

Company email context

Email format at Creative Planning

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{first}.{last}@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Chris Rowell. Compare company email patterns before reaching out.

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Profile bio

About Chris Rowell

Chris Rowell is a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning currently manages over $210 billion as of December 31, 2022 for clients in all 50 states as well as abroad.

Listed skills include Investments, Mutual Funds, Asset Allocation, 401K Rollovers, and 1 others.

Current workplace

Chris Rowell's current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning
Creative Planning
Partner and Private Wealth Manager
Houston, TX, US
Website
creativeplanning.com
Employees
1946
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Company profile
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10 roles

Chris Rowell work experience

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

Private Wealth Manager

Current
Creative Planning

Overland Park, Kansas, US

Creative Planning - Private Wealth Management actively manages over $350 Billion in client assets, both domestically & internationally; offering Ultra High-Net-Worth & High-Net Worth clientele a Family Office experience, all while carrying the legal responsibility as a Fiduciary, and as a Registered Investment Advisory. This is in combination with the.

Mar 2022 - Present

Vp Senior Financial Consultant

Charles Schwab

Westlake, Texas, US

Jan 2020 - Jan 2021

Vp Financial Consultant

Charles Schwab

Westlake, Texas, US

Mar 2019 - Dec 2019

Vp - Financial Consultant

Charles Schwab

Westlake, Texas, US

Jun 2016 - Mar 2019

Investment Consultant

Td Ameritrade

Omaha, NE, US

Jul 2012 - Jun 2016

Investment Specialist

Td Ameritrade

Omaha, NE, US

May 2011 - Jul 2012

Client Financial Associate

Ag Edwards/Wachovia Securities
Aug 2006 - Oct 2008
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

MR Mike Rabbitt, Cfp® Mike Rabbitt, Cfp® Colleague at Creative Planning Denver Metropolitan Area, United States View → MB Micah B. Micah B. Colleague at Creative Planning Eau Claire, Wisconsin, United States, United States View → CT Christy Tillman, Cfp®, Aif® Christy Tillman, Cfp®, Aif® Colleague at Creative Planning Manhattan Beach, California, United States, United States View → BM Brenda Mulkey, Cic Brenda Mulkey, Cic Colleague at Creative Planning Overland Park, Kansas, United States, United States View → DD Dylan Dunlea, Cfp® Dylan Dunlea, Cfp® Colleague at Creative Planning Newport Beach, California, United States, United States View → LT Liam Terry Liam Terry Colleague at Creative Planning Worcester, Massachusetts, United States, United States View → CB Cyndi Bishop, Cpa Cyndi Bishop, Cpa Colleague at Creative Planning Leawood, Kansas, United States, United States View → KD Kim Daneck-Brown, Cpa Kim Daneck-Brown, Cpa Colleague at Creative Planning Kansas City, Missouri, United States, United States View → BD Brittany Del Favero, Cpfa® Brittany Del Favero, Cpfa® Colleague at Creative Planning Scottsdale, Arizona, United States, United States View → SV Stacey Velez, Cfp® Stacey Velez, Cfp® Colleague at Creative Planning Martinez, California, United States, United States View →
2 education records

Chris Rowell education

Bs, Economics

University Of Nebraska At Omaha

General

Grand Island Senior High
FAQ

Frequently asked questions about Chris Rowell

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

What company does Chris Rowell work for?

Chris Rowell works for Creative Planning.

What is Chris Rowell's role at Creative Planning?

Chris Rowell is listed as Partner and Private Wealth Manager at Creative Planning.

What is Chris Rowell's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Chris Rowell at Creative Planning.

Where is Chris Rowell based?

Chris Rowell is based in Greater Houston, United States, United States while working with Creative Planning.

What companies has Chris Rowell worked for?

Chris Rowell has worked for Creative Planning, Westwood Holdings Group, Inc., Charles Schwab, Td Ameritrade, and Bank Of Nebraska.

Who are Chris Rowell's colleagues at Creative Planning?

Chris Rowell's colleagues at Creative Planning include Mike Rabbitt, Cfp®, Micah B., Christy Tillman, Cfp®, Aif®, Brenda Mulkey, Cic, and Dylan Dunlea, Cfp®.

How can I contact Chris Rowell?

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

What schools did Chris Rowell attend?

Chris Rowell holds Bs, Economics from University Of Nebraska At Omaha.

What skills is Chris Rowell known for?

Chris Rowell is listed with skills including Investments, Mutual Funds, Asset Allocation, 401K Rollovers, and Strategy.

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