AeroLeads people directory · profile
Jim Stelten Email & Phone Number
Value Creation and Growth Partner
at
Creative Planning Business Services
1 work email found
@bergankdv.com
3 phones found area 952
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Value Creation and Growth Partner
Location
Cologne, Minnesota, United States
Company size
Who is Jim Stelten? Overview
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Quick answer
Jim Stelten is listed as Value Creation and Growth Partner at Creative Planning Business Services, a with 1946 employees, based in Cologne, Minnesota, United States. AeroLeads shows a work email signal at bergankdv.com, phone signal with area code 952, and a matched LinkedIn profile for Jim Stelten.
Jim Stelten previously worked as Value Creation & Growth Partner at Bergankdv and Consultant - Acquisition Integration at Xata. Jim Stelten holds B.S., Accounting from Saint John'S University.
Company email context
Email format at Creative Planning Business Services
This section adds company-level context without repeating Jim Stelten's masked contact details.
{first}.{last}@bergankdv.com
86% confidence
AeroLeads found 1 current-domain work email signal for Jim Stelten. Compare company email patterns before reaching out.
Profile bio
About Jim Stelten
My passion: help clients, employees and our firm achieve their true potential.My beliefs: believe in yourself, believe in others and believe in possibilities.Profile:
Listed skills include Strategic Planning, Mergers And Acquisitions, Change Management, Helping Clients Succeed, and 1 others.
Current workplace
Jim Stelten's current company
Company context helps verify the profile and gives searchers a useful next step.
Creative Planning Business Services
8 roles
Jim Stelten work experience
A career timeline built from the work history available for this profile.
Value Creation & Growth Partner
CurrentAt BerganKDV we believe that empowering people and creating WOW experiences for clients is critical to our success.Our values are to build unwavering relationships, always get better, provide innovative thinking, have a passion for helping others and do the right thing. We understand that values are the bedrock of business.BerganKDV has innovated and pivoted over the years. Today we have expertise in 20+ solutions across several industries. Our firm provides CPA and business advisory solutions to help clients save time, reduce risk and improve profits.Our team members come from large national firms, private industry and personally growing within. Our solutions cut across finance, IT and HR and include: income tax planning and compliance, business transition/succession, outsourced payroll and HCM systems, outsourced technology, outsourced 401(k), outsourced accounting, turnaround, business valuation, M&A, trust & estate, wealth management and audit services.
Nov 2008 - Present
Consultant - Acquisition Integration
Jan 2008 - Oct 2008
Chief Financial Officer
Engage Technologies
Feb 2006 - Nov 2007
Chief Operating Officer / Senior Vice President
Cbr
Jun 2000 - Aug 2005
Partner
Aug 1993 - Jun 2000
Vice President Finance / Director Of Operations
Graham Webb International
Jun 1991 - Aug 1993
Audit Manager
Arthur Andersen
Aug 1983 - Jun 1991
Team & coworkers
Colleagues at Creative Planning Business Services
Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →
CD
Chris Daniels, Cfa
Colleague at Creative Planning Business ServicesWilmington, Delaware, United States
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LT
Liam Terry
Colleague at Creative Planning Business ServicesWorcester, Massachusetts, United States
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MB
Micah B.
Colleague at Creative Planning Business ServicesEau Claire, Wisconsin, United States
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RC
Ross Corbett
Colleague at Creative Planning Business ServicesWest Hollywood, California, United States
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DE
Daniel Evan Davis, Cfp®
Colleague at Creative Planning Business ServicesOrlando, Florida, United States
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BH
Bruce Herbst
Colleague at Creative Planning Business ServicesMinnetonka, Minnesota, United States
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JP
Jason Phan, Cfp®
Colleague at Creative Planning Business ServicesLos Angeles Metropolitan Area, United States
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ET
Ernie Talarico
Colleague at Creative Planning Business ServicesChicago, Illinois, United States
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AN
Ashley Naugle
Colleague at Creative Planning Business ServicesGreater Phoenix Area, United States
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RR
Robert Ricci
Colleague at Creative Planning Business ServicesLeawood, Kansas, United States
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Chris Daniels, Cfa
Colleague at Creative Planning Business ServicesWilmington, Delaware, United States
View →
LT
Liam Terry
Colleague at Creative Planning Business ServicesWorcester, Massachusetts, United States
View →
MB
Micah B.
Colleague at Creative Planning Business ServicesEau Claire, Wisconsin, United States
View →
RC
Ross Corbett
Colleague at Creative Planning Business ServicesWest Hollywood, California, United States
View →
DE
Daniel Evan Davis, Cfp®
Colleague at Creative Planning Business ServicesOrlando, Florida, United States
View →
BH
Bruce Herbst
Colleague at Creative Planning Business ServicesMinnetonka, Minnesota, United States
View →
JP
Jason Phan, Cfp®
Colleague at Creative Planning Business ServicesLos Angeles Metropolitan Area, United States
View →
ET
Ernie Talarico
Colleague at Creative Planning Business ServicesChicago, Illinois, United States
View →
AN
Ashley Naugle
Colleague at Creative Planning Business ServicesGreater Phoenix Area, United States
View →
RR
Robert Ricci
Colleague at Creative Planning Business ServicesLeawood, Kansas, United States
View →
3 education records
Jim Stelten education
B.S., Accounting
Education record
Dassel Cokato High
10 Year Member, Ceo Peer-To-Peer Group
Executive Group
FAQ
Frequently asked questions about Jim Stelten
Quick answers generated from the profile data available on this page.
What company does Jim Stelten work for?
Jim Stelten works for Creative Planning Business Services.
What is Jim Stelten's role at Creative Planning Business Services?
Jim Stelten is listed as Value Creation and Growth Partner at Creative Planning Business Services.
What is Jim Stelten's email address?
AeroLeads has found 1 work email signal at @bergankdv.com for Jim Stelten at Creative Planning Business Services.
What is Jim Stelten's phone number?
AeroLeads has found 3 phone signal(s) with area code 952 for Jim Stelten at Creative Planning Business Services.
Where is Jim Stelten based?
Jim Stelten is based in Cologne, Minnesota, United States while working with Creative Planning Business Services.
What companies has Jim Stelten worked for?
Jim Stelten has worked for Creative Planning Business Services, Bergankdv, Xata, Engage Technologies, and Cbr.
Who are Jim Stelten's colleagues at Creative Planning Business Services?
Jim Stelten's colleagues at Creative Planning Business Services include Chris Daniels, Cfa, Liam Terry, Micah B., Ross Corbett, and Daniel Evan Davis, Cfp®.
How can I contact Jim Stelten?
You can use AeroLeads to view verified contact signals for Jim Stelten at Creative Planning Business Services, including work email, phone, and LinkedIn data when available.
What schools did Jim Stelten attend?
Jim Stelten holds B.S., Accounting from Saint John'S University.
What skills is Jim Stelten known for?
Jim Stelten is listed with skills including Strategic Planning, Mergers And Acquisitions, Change Management, Helping Clients Succeed, and Business Intelligence.
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