Investment Manager
Current
Oct 2023 - Present
AeroLeads people directory · profile
Nathan Colling Email & Phone Number
Investment Manager
at
Creative Planning
1 work email found
@thinkingbeyond.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Manager
Location
Kansas City Metropolitan Area, United States
Company size
Who is Nathan Colling? Overview
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Quick answer
Nathan Colling is listed as Investment Manager at Creative Planning, a with 631 employees, based in Kansas City Metropolitan Area, United States. AeroLeads shows a work email signal at thinkingbeyond.com and a matched LinkedIn profile for Nathan Colling.
Nathan Colling previously worked as Investment Operations Manager at Creative Planning and Soccer Referee at U.S. Soccer Federation. Nathan Colling holds Bachelor Of Science - Bs, Finance, General from The University Of Kansas.
Company email context
Email format at Creative Planning
This section adds company-level context without repeating Nathan Colling's masked contact details.
{last}@thinkingbeyond.com
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AeroLeads found 1 current-domain work email signal for Nathan Colling. Compare company email patterns before reaching out.
Profile bio
About Nathan Colling
Experienced professional in the financial services industry. Skilled in Microsoft Office, interpersonal communication, entrepreneurship, and trading platforms.
Listed skills include Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, and 1 others.
Current workplace
Nathan Colling's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
12 roles
Nathan Colling work experience
A career timeline built from the work history available for this profile.
Investment Operations Manager
As an investment operations manager, my primary functions are to place trades and manage account in the firm’s ByAllAccounts, Pontera, and Akoya portfolio management software. Responsibilities include all trading, account reconciliation, trade tracking, and associated tasks. As well as, setting up and maintaining client accounts, contacting clients for account maintenance requests, assisting with Limited Power of Attorney paperwork and working with the vendor(s) for the establishment of new relationships.
Sep 2021 - Oct 2023
Soccer Referee
Soccer Referee
Soccer Official
Associate Financial Representative
Specializing in client services and supporting the financial advisor to ensure that their focus remains on building their business. Works closely with other team members to provide ongoing support operations, planning, service and marketing. Liaison between the home office, financial advisor, and clients.
Oct 2020 - Sep 2021
Program Manager
Jan 2020 - Aug 2021
Clerk
Jul 2019 - Sep 2020
Financial Representative
Jan 2018 - May 2019
Catering
May 2016 - Aug 2016
Assembler
Worked on the manufacturing floor to aid in producing vehicle safety lighting systems and accessories.
May 2014 - Jul 2015
Sales Associate
Sep 2014 - Jan 2015
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
SL
Steven Letourneau
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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CY
Charlene Yang
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
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JA
Jolene Aguilar Mccord, Qka
Colleague at Creative PlanningHouston, Texas, United States
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JM
Jeremy Myrum, Mba, Cfp®
Colleague at Creative PlanningMinneapolis, Minnesota, United States
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AY
Ashley Young
Colleague at Creative PlanningHarrisonville, Missouri, United States
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NJ
Nikki Johnson
Colleague at Creative PlanningUnited States
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KH
Kelsi Hunt
Colleague at Creative PlanningOverland Park, Kansas, United States
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TM
Tovin Mcgovern, Cfp®
Colleague at Creative PlanningPhoenix, Arizona, United States
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BR
Brad Reiling, Cfp®
Colleague at Creative PlanningGreater Minneapolis-St. Paul Area, United States
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AL
Andrea Longhi
Colleague at Creative PlanningOak Brook, Illinois, United States
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Steven Letourneau
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
CY
Charlene Yang
Colleague at Creative PlanningWashington Dc-Baltimore Area, United States
View →
JA
Jolene Aguilar Mccord, Qka
Colleague at Creative PlanningHouston, Texas, United States
View →
JM
Jeremy Myrum, Mba, Cfp®
Colleague at Creative PlanningMinneapolis, Minnesota, United States
View →
AY
Ashley Young
Colleague at Creative PlanningHarrisonville, Missouri, United States
View →
NJ
Nikki Johnson
Colleague at Creative PlanningUnited States
View →
KH
Kelsi Hunt
Colleague at Creative PlanningOverland Park, Kansas, United States
View →
TM
Tovin Mcgovern, Cfp®
Colleague at Creative PlanningPhoenix, Arizona, United States
View →
BR
Brad Reiling, Cfp®
Colleague at Creative PlanningGreater Minneapolis-St. Paul Area, United States
View →
AL
Andrea Longhi
Colleague at Creative PlanningOak Brook, Illinois, United States
View →
2 education records
Nathan Colling education
Bachelor Of Science - Bs, Finance, General
High School Diploma
St Thomas Aquinas High School
FAQ
Frequently asked questions about Nathan Colling
Quick answers generated from the profile data available on this page.
What company does Nathan Colling work for?
Nathan Colling works for Creative Planning.
What is Nathan Colling's role at Creative Planning?
Nathan Colling is listed as Investment Manager at Creative Planning.
What is Nathan Colling's email address?
AeroLeads has found 1 work email signal at @thinkingbeyond.com for Nathan Colling at Creative Planning.
Where is Nathan Colling based?
Nathan Colling is based in Kansas City Metropolitan Area, United States while working with Creative Planning.
What companies has Nathan Colling worked for?
Nathan Colling has worked for Creative Planning, U.S. Soccer Federation, National Intercollegiate Soccer Officials Association, National Federation Of State High School Associations, and Northwestern Mutual.
Who are Nathan Colling's colleagues at Creative Planning?
Nathan Colling's colleagues at Creative Planning include Steven Letourneau, Charlene Yang, Jolene Aguilar Mccord, Qka, Jeremy Myrum, Mba, Cfp®, and Ashley Young.
How can I contact Nathan Colling?
You can use AeroLeads to view verified contact signals for Nathan Colling at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Nathan Colling attend?
Nathan Colling holds Bachelor Of Science - Bs, Finance, General from The University Of Kansas.
What skills is Nathan Colling known for?
Nathan Colling is listed with skills including Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, and Leadership.
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