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 Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Manager
Location
Kansas City Metropolitan Area, United States, 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 company with 631 employees, based in Kansas City Metropolitan Area, United States, 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.
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 →
KS
Kyle Schrieffer, Cfa®, Cfp®
Colleague at Creative PlanningEden Prairie, Minnesota, United States, United States
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KF
Kayla Fusaro
Colleague at Creative PlanningGreater Philadelphia, United States
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AJ
Aj Jordano, Cpa, Cfp®
Colleague at Creative PlanningRaleigh, North Carolina, United States, United States
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MS
Mckenna Sawyer
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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AM
Adriana Martin
Colleague at Creative PlanningOverland Park, Kansas, United States, United States
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KS
Keeley Stone
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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AC
Anna Claire B.
Colleague at Creative PlanningLeawood, Kansas, United States, United States
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SK
Scott Knerr
Colleague at Creative PlanningSanta Claus, Indiana, United States, United States
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TR
Tyler Rea
Colleague at Creative PlanningLees Summit, Missouri, United States, United States
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LP
Lisa Payton
Colleague at Creative PlanningDes Moines Metropolitan Area, United States
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Kyle Schrieffer, Cfa®, Cfp®
Colleague at Creative PlanningEden Prairie, Minnesota, United States, United States
View →
KF
Kayla Fusaro
Colleague at Creative PlanningGreater Philadelphia, United States
View →
AJ
Aj Jordano, Cpa, Cfp®
Colleague at Creative PlanningRaleigh, North Carolina, United States, United States
View →
MS
Mckenna Sawyer
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
AM
Adriana Martin
Colleague at Creative PlanningOverland Park, Kansas, United States, United States
View →
KS
Keeley Stone
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
AC
Anna Claire B.
Colleague at Creative PlanningLeawood, Kansas, United States, United States
View →
SK
Scott Knerr
Colleague at Creative PlanningSanta Claus, Indiana, United States, United States
View →
TR
Tyler Rea
Colleague at Creative PlanningLees Summit, Missouri, United States, United States
View →
LP
Lisa Payton
Colleague at Creative PlanningDes Moines Metropolitan Area, 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, 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 Kyle Schrieffer, Cfa®, Cfp®, Kayla Fusaro, Aj Jordano, Cpa, Cfp®, Mckenna Sawyer, and Adriana Martin.
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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