Fixed Income Portfolio Manager
Current
Apr 2022 - Present
AeroLeads people directory · profile
Haley Elder Email & Phone Number
Fixed Income Portfolio Manager at Creative Planning Inc.
at
Creative Planning
1 work email found
@creativeplanning.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Fixed Income Portfolio Manager at Creative Planning Inc.
Location
Kansas City Metropolitan Area, United States, United States
Company size
Who is Haley Elder? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Haley Elder is listed as Fixed Income Portfolio Manager at Creative Planning Inc. 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 creativeplanning.com and a matched LinkedIn profile for Haley Elder.
Haley Elder previously worked as Fixed Income Portfolio Manager at Creative Planning and Senior Investment Manager at Creative Planning Inc.. Haley Elder holds Bachelors, Finance, General from The University Of Kansas School Of Business.
Company email context
Email format at Creative Planning
This section adds company-level context without repeating Haley Elder's masked contact details.
{first}.{last}@creativeplanning.com
89% confidence
AeroLeads found 1 current-domain work email signal for Haley Elder. Compare company email patterns before reaching out.
Profile bio
About Haley Elder
Organized and detail-oriented with over 10 years experience in the Municipal Bond Industry. Strong multi-tasking skills capable of efficiently working in a fast paced environment.
Listed skills include Municipal Bonds, Bloomberg, Organization Skills, Time Management, and 9 others.
Current workplace
Haley Elder's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning
3 roles
Haley Elder work experience
A career timeline built from the work history available for this profile.
Senior Investment Manager
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 was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1.
Feb 2020 - Apr 2022
Vice President
George K. Baum & Company
May 2009 - Jan 2020
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
SS
Sabrina Saxer
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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HK
Hannah Knoll, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
TM
Tatiana Morris, Ea
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
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DT
Deb Teske
Colleague at Creative Planning
Green Bay, Wisconsin, United States, United States
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TL
Tamara Lowenberg ,Cfp®
Colleague at Creative Planning
Greater Sacramento, United States
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JR
Jesse Reed, Cfp®, Bfa™
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
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ML
Mikayla Lowman, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
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AJ
Abeaku Jackson-Kuofie, Mba, Cfp®
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
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AC
Andrea Chen, Cpa
Colleague at Creative Planning
Lawrence, Kansas, United States, United States
View →
DS
Dawn Street Gerhart
Colleague at Creative Planning
Rockville, Maryland, United States, United States
View →
Sabrina Saxer
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
HK
Hannah Knoll, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
TM
Tatiana Morris, Ea
Colleague at Creative Planning
Washington DC-Baltimore Area, United States
View →
DT
Deb Teske
Colleague at Creative Planning
Green Bay, Wisconsin, United States, United States
View →
TL
Tamara Lowenberg ,Cfp®
Colleague at Creative Planning
Greater Sacramento, United States
View →
JR
Jesse Reed, Cfp®, Bfa™
Colleague at Creative Planning
Overland Park, Kansas, United States, United States
View →
ML
Mikayla Lowman, Cfp®
Colleague at Creative Planning
Leawood, Kansas, United States, United States
View →
AJ
Abeaku Jackson-Kuofie, Mba, Cfp®
Colleague at Creative Planning
Kansas City, Missouri, United States, United States
View →
AC
Andrea Chen, Cpa
Colleague at Creative Planning
Lawrence, Kansas, United States, United States
View →
DS
Dawn Street Gerhart
Colleague at Creative Planning
Rockville, Maryland, United States, United States
View →
1 education record
Haley Elder education
FAQ
Frequently asked questions about Haley Elder
Quick answers generated from the profile data available on this page.
What company does Haley Elder work for?
Haley Elder works for Creative Planning.
What is Haley Elder's role at Creative Planning?
Haley Elder is listed as Fixed Income Portfolio Manager at Creative Planning Inc. at Creative Planning.
What is Haley Elder's email address?
AeroLeads has found 1 work email signal at @creativeplanning.com for Haley Elder at Creative Planning.
Where is Haley Elder based?
Haley Elder is based in Kansas City Metropolitan Area, United States, United States while working with Creative Planning.
What companies has Haley Elder worked for?
Haley Elder has worked for Creative Planning, Creative Planning Inc., and George K. Baum & Company.
Who are Haley Elder's colleagues at Creative Planning?
Haley Elder's colleagues at Creative Planning include Sabrina Saxer, Hannah Knoll, Cfp®, Tatiana Morris, Ea, Deb Teske, and Tamara Lowenberg ,Cfp®.
How can I contact Haley Elder?
You can use AeroLeads to view verified contact signals for Haley Elder at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Haley Elder attend?
Haley Elder holds Bachelors, Finance, General from The University Of Kansas School Of Business.
What skills is Haley Elder known for?
Haley Elder is listed with skills including Municipal Bonds, Bloomberg, Organization Skills, Time Management, Microsoft Excel, Communication, Skilled Multi Tasker, and Trading.
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