Key Account Manager - Retirement Plans
CurrentProvide investment advice and education to participants in defined contribution retirement savings plans.
Jun 2015 - Present
AeroLeads people directory · profile
Dan Donegan Email & Phone Number
Key Account Manager - Retirement Plans
at
Creative Planning Inc.
1 work email found
@creativeplanning.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Key Account Manager - Retirement Plans
Location
Leawood, Kansas, United States
Company size
Who is Dan Donegan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Dan Donegan is listed as Key Account Manager - Retirement Plans at Creative Planning Inc., a company with 631 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Dan Donegan.
Dan Donegan previously worked as Senior Financial Education Consultant at Empower Retirement. Dan Donegan holds Bachelor Of Science, Business Administration from The University Of Kansas.
Company email context
Email format at Creative Planning Inc.
This section adds company-level context without repeating Dan Donegan's masked contact details.
{first}.{last}@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Dan Donegan. Compare company email patterns before reaching out.
Profile bio
About Dan Donegan
Dan Donegan is a Key Account 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 $49.4 billion (as of June 30, 2020) for clients in all 50 states and 2 territories.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities
Listed skills include Investments, Mutual Funds, Portfolio Management, Financial Services, and 23 others.
Current workplace
Dan Donegan's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning Inc.
2 roles
Dan Donegan work experience
A career timeline built from the work history available for this profile.
Senior Financial Education Consultant
Feb 2007 - May 2015
Team & coworkers
Colleagues at Creative Planning Inc.
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
MD
Morgan Douglass
Colleague at Creative Planning Inc.
Washington DC-Baltimore Area, United States
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MP
Matias Ponce
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
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RR
Rachel Ronald, Cpa
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
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LC
Landon Conrad
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
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MS
Matthew Sander, Cpa
Colleague at Creative Planning Inc.
Rochester, Minnesota, United States, United States
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PP
Phillip Pizzuti, Cfp®
Colleague at Creative Planning Inc.
Franklin, Tennessee, United States, United States
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JO
Jessica Odorisio
Colleague at Creative Planning Inc.
Omaha Metropolitan Area, United States
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BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative Planning Inc.
Lake St Louis, Missouri, United States, United States
View →
KS
Kyle Schrieffer, Cfa®, Cfp®
Colleague at Creative Planning Inc.
Eden Prairie, Minnesota, United States, United States
View →
HG
Hayley Goedken
Colleague at Creative Planning Inc.
Cedar Falls, Iowa, United States, United States
View →
Morgan Douglass
Colleague at Creative Planning Inc.
Washington DC-Baltimore Area, United States
View →
MP
Matias Ponce
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
View →
RR
Rachel Ronald, Cpa
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
View →
LC
Landon Conrad
Colleague at Creative Planning Inc.
Kansas City Metropolitan Area, United States
View →
MS
Matthew Sander, Cpa
Colleague at Creative Planning Inc.
Rochester, Minnesota, United States, United States
View →
PP
Phillip Pizzuti, Cfp®
Colleague at Creative Planning Inc.
Franklin, Tennessee, United States, United States
View →
JO
Jessica Odorisio
Colleague at Creative Planning Inc.
Omaha Metropolitan Area, United States
View →
BJ
Brigid Jones-Mook, Cfp®
Colleague at Creative Planning Inc.
Lake St Louis, Missouri, United States, United States
View →
KS
Kyle Schrieffer, Cfa®, Cfp®
Colleague at Creative Planning Inc.
Eden Prairie, Minnesota, United States, United States
View →
HG
Hayley Goedken
Colleague at Creative Planning Inc.
Cedar Falls, Iowa, United States, United States
View →
2 education records
Dan Donegan education
Bachelor Of Science, Business Administration
Education record
Rockhurst High School
FAQ
Frequently asked questions about Dan Donegan
Quick answers generated from the profile data available on this page.
What company does Dan Donegan work for?
Dan Donegan works for Creative Planning Inc..
What is Dan Donegan's role at Creative Planning Inc.?
Dan Donegan is listed as Key Account Manager - Retirement Plans at Creative Planning Inc..
What is Dan Donegan's email address?
AeroLeads has found 1 work email signal at @creativeplanning.com for Dan Donegan at Creative Planning Inc..
Where is Dan Donegan based?
Dan Donegan is based in Leawood, Kansas, United States while working with Creative Planning Inc..
What companies has Dan Donegan worked for?
Dan Donegan has worked for Creative Planning Inc. and Empower Retirement.
Who are Dan Donegan's colleagues at Creative Planning Inc.?
Dan Donegan's colleagues at Creative Planning Inc. include Morgan Douglass, Matias Ponce, Rachel Ronald, Cpa, Landon Conrad, and Matthew Sander, Cpa.
How can I contact Dan Donegan?
You can use AeroLeads to view verified contact signals for Dan Donegan at Creative Planning Inc., including work email, phone, and LinkedIn data when available.
What schools did Dan Donegan attend?
Dan Donegan holds Bachelor Of Science, Business Administration from The University Of Kansas.
What skills is Dan Donegan known for?
Dan Donegan is listed with skills including Investments, Mutual Funds, Portfolio Management, Financial Services, Retirement, Retirement Planning, Securities, and Series 7.
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