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Jake Mongler, Mba, Cfp® Email & Phone Number

Global Wealth Manager at Creative Planning LLC
Location: Madison, Wisconsin, United States 6 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email j****@creativeplanning.com
LinkedIn Profile matched
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Current company
Creative Planning LLC
Role
Global Wealth Manager
Location
Madison, Wisconsin, United States
Company size
631 employees

Who is Jake Mongler, Mba, Cfp®? Overview

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Quick answer

Jake Mongler, Mba, Cfp® is listed as Global Wealth Manager at Creative Planning LLC, a company with 631 employees, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Jake Mongler, Mba, Cfp®.

Jake Mongler, Mba, Cfp® previously worked as Global Wealth Manager at Thun Financial Advisors and Director - Planning and Economics at Phillips 66. Jake Mongler, Mba, Cfp® holds Master Of Business Administration - Mba from University Of Illinois At Urbana-Champaign.

Company email context

Email format at Creative Planning LLC

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*@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Jake Mongler, Mba, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Jake Mongler, Mba, Cfp®

Jake Mongler, Mba, Cfp® is a Global Wealth Manager at Creative Planning LLC. He possess expertise in refinery, process engineering, distillation, chemical engineering, petroleum refining and 13 more skills.

Listed skills include Refinery, Process Engineering, Distillation, Chemical Engineering, and 14 others.

Current workplace

Jake Mongler, Mba, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Creative Planning LLC
Creative Planning Llc
Global Wealth Manager
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
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6 roles · 20 years

Jake Mongler, Mba, Cfp® work experience

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

Global Wealth Manager

Current
Thun Financial Advisors

Madison, Wisconsin Area

  • Thun Financial Advisors - A division of Creative Planning - is an internationally-focused investment management and financial planning firm. Our clients are U.S. expats and multinational families residing both in the.
  • Tax and cross-border estate planning across multiple jurisdictions (tax treaties, foreign credits, gifts/inheritance, situs property, transfer of assets, probate issues, etc.)
  • Use of retirement accounts both in the U.S. and elsewhere (IRAs, 401ks, Superannuations, SIPPs, foreign private and government pensions, etc.)
  • Mixed nationality family planning and investing
  • Impact of FATCA, U.S. citizenship-based taxation, expatriation, and other regulations
  • Cross-Border portfolio optimization
2019 - Present ~7 yrs 5 mos

Director - Planning And Economics

Phillips 66

Westlake, LA

2016 - 2019 ~3 yrs

Operations Director And Lead Process Engineer

Phillips 66

Roxana, IL

2014 - 2016 ~2 yrs

Business Planning Manager

Phillips 66 / Petronas Jv

Malacca, Malaysia

2012 - 2014 ~2 yrs

Various Business, Operations And Engineering Roles

Conocophillips

Wood River, IL

2006 - 2012 ~6 yrs
Team & coworkers

Colleagues at Creative Planning LLC

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

AH Anna Hayes Anna Hayes Colleague at Creative Planning LlcKansas City Metropolitan Area, United States View → AH Arthur Harmon Arthur Harmon Colleague at Creative Planning LlcKansas City, Missouri, United States, United States View → JD Justin Dodge Justin Dodge Colleague at Creative Planning LlcNew York, New York, United States, United States View → MN Meghan Nelson, Cpa Meghan Nelson, Cpa Colleague at Creative Planning LlcWilmington, North Carolina, United States, United States View → JS Jeff Stolper, Cfp®, Cpa Jeff Stolper, Cfp®, Cpa Colleague at Creative Planning LlcLeawood, Kansas, United States, United States View → LM Lori Mckee, Mba, Cfp® Lori Mckee, Mba, Cfp® Colleague at Creative Planning LlcGreater St. Louis, United States View → PM Patrick Mcknight, Cfp® Patrick Mcknight, Cfp® Colleague at Creative Planning LlcGreater Rockford Area, United States View → TM Tyler Maddox Tyler Maddox Colleague at Creative Planning LlcLeawood, Kansas, United States, United States View → SM Stacia Miller, Mba Stacia Miller, Mba Colleague at Creative Planning LlcKansas City Metropolitan Area, United States View → SR Sheila Riffer Sheila Riffer Colleague at Creative Planning LlcOverland Park, Kansas, United States, United States View →
2 education records

Jake Mongler, Mba, Cfp® education

FAQ

Frequently asked questions about Jake Mongler, Mba, Cfp®

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

What company does Jake Mongler, Mba, Cfp® work for?

Jake Mongler, Mba, Cfp® works for Creative Planning LLC.

What is Jake Mongler, Mba, Cfp®'s role at Creative Planning LLC?

Jake Mongler, Mba, Cfp® is listed as Global Wealth Manager at Creative Planning LLC.

What is Jake Mongler, Mba, Cfp®'s email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Jake Mongler, Mba, Cfp® at Creative Planning LLC.

Where is Jake Mongler, Mba, Cfp® based?

Jake Mongler, Mba, Cfp® is based in Madison, Wisconsin, United States while working with Creative Planning LLC.

What companies has Jake Mongler, Mba, Cfp® worked for?

Jake Mongler, Mba, Cfp® has worked for Creative Planning Llc, Thun Financial Advisors, Phillips 66, Phillips 66 / Petronas Jv, and Conocophillips.

Who are Jake Mongler, Mba, Cfp®'s colleagues at Creative Planning LLC?

Jake Mongler, Mba, Cfp®'s colleagues at Creative Planning LLC include Anna Hayes, Arthur Harmon, Justin Dodge, Meghan Nelson, Cpa, and Jeff Stolper, Cfp®, Cpa.

How can I contact Jake Mongler, Mba, Cfp®?

You can use AeroLeads to view verified contact signals for Jake Mongler, Mba, Cfp® at Creative Planning LLC, including work email, phone, and LinkedIn data when available.

What schools did Jake Mongler, Mba, Cfp® attend?

Jake Mongler, Mba, Cfp® holds Master Of Business Administration - Mba from University Of Illinois At Urbana-Champaign.

What skills is Jake Mongler, Mba, Cfp® known for?

Jake Mongler, Mba, Cfp® is listed with skills including Refinery, Process Engineering, Distillation, Chemical Engineering, Petroleum Refining, Aspen Hysys, Factory, and Refining Processes.

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