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Kyle Schrieffer, Cfa®, Cfp® Email & Phone Number

Financial Planner at Creative Planning LLC at Creative Planning
Location: Eden Prairie, Minnesota, United States 6 work roles 1 school
1 work email found @ameriprise.com 1 phone found area 800 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email k****@ameriprise.com
Direct phone (800) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Financial Planner at Creative Planning LLC
Location
Eden Prairie, Minnesota, United States
Company size
631 employees

Who is Kyle Schrieffer, Cfa®, Cfp®? Overview

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Quick answer

Kyle Schrieffer, Cfa®, Cfp® is listed as Financial Planner at Creative Planning LLC at Creative Planning, a company with 631 employees, based in Eden Prairie, Minnesota, United States. AeroLeads shows a work email signal at ameriprise.com, phone signal with area code 800, and a matched LinkedIn profile for Kyle Schrieffer, Cfa®, Cfp®.

Kyle Schrieffer, Cfa®, Cfp® previously worked as Financial Planner at Creative Planning and Financial Planning Analyst at Ameriprise Financial Services, Inc.. Kyle Schrieffer, Cfa®, Cfp® holds B.A., Finance from University Of Minnesota.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Kyle Schrieffer, Cfa®, Cfp®'s masked contact details.

*@ameriprise.com
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AeroLeads found 1 current-domain work email signal for Kyle Schrieffer, Cfa®, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Kyle Schrieffer, Cfa®, Cfp®

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. 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.

Listed skills include Portfolio Management, Financial Modeling, Powerpoint, Investments, and 13 others.

Current workplace

Kyle Schrieffer, Cfa®, Cfp®'s current company

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

Creative Planning
Creative Planning
Financial Planner at Creative Planning LLC
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
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Company profile
View company profile Email format
6 roles

Kyle Schrieffer, Cfa®, Cfp® work experience

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

Financial Planner

Current
Creative Planning

Greater Minneapolis-St. Paul Area

Oct 2023 - Present

Associate Financial Advisor

Mcnellis & Asato, Ltd., An Independent Registered Investment Advisor

Greater Minneapolis-St. Paul Area

May 2015 - May 2017
Team & coworkers

Colleagues at Creative Planning

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

JW Jessie Wussow Jessie Wussow Colleague at Creative Planning Austin, Texas, United States, United States View → BG Beth Gillihan Beth Gillihan Colleague at Creative Planning Lees Summit, Missouri, United States, United States View → MG Mckenna Galante, Cfp® Mckenna Galante, Cfp® Colleague at Creative Planning Milwaukee, Wisconsin, United States, United States View → WH Whitney Hill, Cfp® Whitney Hill, Cfp® Colleague at Creative Planning Durham, North Carolina, United States, United States View → MI Mary Immel Mary Immel Colleague at Creative Planning Milwaukee, Wisconsin, United States, United States View → SF Samantha Fitzgerald Samantha Fitzgerald Colleague at Creative Planning Green Bay, Wisconsin, United States, United States View → KH Kelsi Hunt Kelsi Hunt Colleague at Creative Planning Overland Park, Kansas, United States, United States View → JP Jenna Patterson Jenna Patterson Colleague at Creative Planning Mission, Kansas, United States, United States View → DR David Rivkin, Cfp® David Rivkin, Cfp® Colleague at Creative Planning Denver, Colorado, United States, United States View → AN Ashley Naugle Ashley Naugle Colleague at Creative Planning Greater Phoenix Area, United States View →
1 education record

Kyle Schrieffer, Cfa®, Cfp® education

  • University Of Minnesota
    University Of Minnesota
    Finance
FAQ

Frequently asked questions about Kyle Schrieffer, Cfa®, Cfp®

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

What company does Kyle Schrieffer, Cfa®, Cfp® work for?

Kyle Schrieffer, Cfa®, Cfp® works for Creative Planning.

What is Kyle Schrieffer, Cfa®, Cfp®'s role at Creative Planning?

Kyle Schrieffer, Cfa®, Cfp® is listed as Financial Planner at Creative Planning LLC at Creative Planning.

What is Kyle Schrieffer, Cfa®, Cfp®'s email address?

AeroLeads has found 1 work email signal at @ameriprise.com for Kyle Schrieffer, Cfa®, Cfp® at Creative Planning.

What is Kyle Schrieffer, Cfa®, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 800 for Kyle Schrieffer, Cfa®, Cfp® at Creative Planning.

Where is Kyle Schrieffer, Cfa®, Cfp® based?

Kyle Schrieffer, Cfa®, Cfp® is based in Eden Prairie, Minnesota, United States while working with Creative Planning.

What companies has Kyle Schrieffer, Cfa®, Cfp® worked for?

Kyle Schrieffer, Cfa®, Cfp® has worked for Creative Planning, Ameriprise Financial Services, Inc., Mcnellis & Asato, Ltd., An Independent Registered Investment Advisor, Dougherty & Company Llc, and Western National Insurance.

Who are Kyle Schrieffer, Cfa®, Cfp®'s colleagues at Creative Planning?

Kyle Schrieffer, Cfa®, Cfp®'s colleagues at Creative Planning include Jessie Wussow, Beth Gillihan, Mckenna Galante, Cfp®, Whitney Hill, Cfp®, and Mary Immel.

How can I contact Kyle Schrieffer, Cfa®, Cfp®?

You can use AeroLeads to view verified contact signals for Kyle Schrieffer, Cfa®, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Kyle Schrieffer, Cfa®, Cfp® attend?

Kyle Schrieffer, Cfa®, Cfp® holds B.A., Finance from University Of Minnesota.

What skills is Kyle Schrieffer, Cfa®, Cfp® known for?

Kyle Schrieffer, Cfa®, Cfp® is listed with skills including Portfolio Management, Financial Modeling, Powerpoint, Investments, Risk Management, Microsoft Excel, Bloomberg, and Trading.

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