Dylan A. Aldrich, Aams®, Cmfc®
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Dylan A. Aldrich, Aams®, Cmfc® Email & Phone Number

Senior Investment Manager - Team Manager at Creative Planning Inc. at Creative Planning
Location: Leawood, Kansas, United States 4 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@creativeplanning.com
LinkedIn Profile matched
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Current company
Creative Planning
Role
Senior Investment Manager - Team Manager at Creative Planning Inc.
Location
Leawood, Kansas, United States
Company size
631 employees

Who is Dylan A. Aldrich, Aams®, Cmfc®? Overview

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Quick answer

Dylan A. Aldrich, Aams®, Cmfc® is listed as Senior Investment Manager - Team Manager at Creative Planning Inc. at Creative Planning, a with 631 employees, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Dylan A. Aldrich, Aams®, Cmfc®.

Dylan A. Aldrich, Aams®, Cmfc® previously worked as Senior Investment Manager - Team Manager at Creative Planning and Senior Investment Manager at Creative Planning Inc.. Dylan A. Aldrich, Aams®, Cmfc® holds Bsba, Dual Major In Finance & Banking And Commercial Real Estate Investing, Minor In Spanish from University Of Missouri-Columbia.

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Email format at Creative Planning

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*@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Dylan A. Aldrich, Aams®, Cmfc®. Compare company email patterns before reaching out.

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Profile bio

About Dylan A. Aldrich, Aams®, Cmfc®

Dylan Aldrich is a Senior Investment Manager at Creative Planning. Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning manages over $220 billion as of 11/3/2022 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management

Current workplace

Dylan A. Aldrich, Aams®, Cmfc®'s current company

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Creative Planning
Creative Planning
Senior Investment Manager - Team Manager at Creative Planning Inc.
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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4 roles

Dylan A. Aldrich, Aams®, Cmfc® work experience

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

Senior Investment Manager - Team Manager

Current
Creative Planning

Kansas City, Missouri Area

Aug 2022 - Present

Senior Investment Manager

Creative Planning Inc.

Kansas City, Missouri Area

Dylan Aldrich is a Senior Investment Manager at Creative Planning. Creative Planning provides comprehensive wealth management services to high net worth clients, including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.Creative Planning manages over $100 billion as of 11/3/2021 for clients in all 50 states.Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management

Jul 2019 - Aug 2022
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →

RE Robert Eckholt Robert Eckholt Colleague at Creative PlanningLeawood, Kansas, United States View → JC Josh Cromer, Cfp® Josh Cromer, Cfp® Colleague at Creative PlanningUnited States View → JA Jolene Aguilar Mccord, Qka Jolene Aguilar Mccord, Qka Colleague at Creative PlanningHouston, Texas, United States View → RM Robert Myers, Cfp® Robert Myers, Cfp® Colleague at Creative PlanningOverland Park, Kansas, United States View → JP Jeff Pollard Jeff Pollard Colleague at Creative PlanningLees Summit, Missouri, United States View → BH Burke Hallam, Cfp®, Msfp, Ricp® Burke Hallam, Cfp®, Msfp, Ricp® Colleague at Creative PlanningGreater Philadelphia, United States View → SH Shannon Hopfinger Shannon Hopfinger Colleague at Creative PlanningKansas City, Missouri, United States View → JW Jenny Wiesner Jenny Wiesner Colleague at Creative PlanningKansas City Metropolitan Area, United States View → CT Christian Thomas, Cfa, Cipm Christian Thomas, Cfa, Cipm Colleague at Creative PlanningEast Haddam, Connecticut, United States View → RG Robert G. (Rob) Dingler Robert G. (Rob) Dingler Colleague at Creative PlanningMemphis, Tennessee, United States View →
2 education records

Dylan A. Aldrich, Aams®, Cmfc® education

FAQ

Frequently asked questions about Dylan A. Aldrich, Aams®, Cmfc®

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

What company does Dylan A. Aldrich, Aams®, Cmfc® work for?

Dylan A. Aldrich, Aams®, Cmfc® works for Creative Planning.

What is Dylan A. Aldrich, Aams®, Cmfc®'s role at Creative Planning?

Dylan A. Aldrich, Aams®, Cmfc® is listed as Senior Investment Manager - Team Manager at Creative Planning Inc. at Creative Planning.

What is Dylan A. Aldrich, Aams®, Cmfc®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Dylan A. Aldrich, Aams®, Cmfc® at Creative Planning.

Where is Dylan A. Aldrich, Aams®, Cmfc® based?

Dylan A. Aldrich, Aams®, Cmfc® is based in Leawood, Kansas, United States while working with Creative Planning.

What companies has Dylan A. Aldrich, Aams®, Cmfc® worked for?

Dylan A. Aldrich, Aams®, Cmfc® has worked for Creative Planning, Creative Planning Inc., and American Century Investments.

Who are Dylan A. Aldrich, Aams®, Cmfc®'s colleagues at Creative Planning?

Dylan A. Aldrich, Aams®, Cmfc®'s colleagues at Creative Planning include Robert Eckholt, Josh Cromer, Cfp®, Jolene Aguilar Mccord, Qka, Robert Myers, Cfp®, and Jeff Pollard.

How can I contact Dylan A. Aldrich, Aams®, Cmfc®?

You can use AeroLeads to view verified contact signals for Dylan A. Aldrich, Aams®, Cmfc® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Dylan A. Aldrich, Aams®, Cmfc® attend?

Dylan A. Aldrich, Aams®, Cmfc® holds Bsba, Dual Major In Finance & Banking And Commercial Real Estate Investing, Minor In Spanish from University Of Missouri-Columbia.

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