AeroLeads people directory · profile

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

Financial Planner 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 Jul 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
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, a 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 Planning Analyst at Ameriprise Financial Services, Inc. and Associate Financial Advisor at Mcnellis & Asato, Ltd., An Independent Registered Investment Advisor. 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
68% confidence

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
overland park, kansas, united states
Website
creativeplanning.com
Employees
631
AeroLeads page
Company profile
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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 →

MT Michelle Textor Michelle Textor Colleague at Creative PlanningLeawood, Kansas, United States View → MB Mike Batista, Cfp® Mike Batista, Cfp® Colleague at Creative PlanningCarlsbad, California, United States View → DO Darren Osbahr Darren Osbahr Colleague at Creative PlanningLeawood, Kansas, United States View → JD Javid Dabestani, Cfp® Javid Dabestani, Cfp® Colleague at Creative PlanningOmaha, Nebraska, United States View → NJ Nikki Johnson Nikki Johnson Colleague at Creative PlanningUnited States View → TS Tim Sutton, Cfp® Tim Sutton, Cfp® Colleague at Creative PlanningOverland Park, Kansas, United States View → BF Branden Frazier Branden Frazier Colleague at Creative PlanningSan Diego, California, United States View → DH Drew Howell, Cfp® Drew Howell, Cfp® Colleague at Creative PlanningMclean, Virginia, United States View → CL Chuck Lawless Chuck Lawless Colleague at Creative PlanningWinnetka, Illinois, United States View → DH David Hooban David Hooban Colleague at Creative PlanningPompano Beach, Florida, 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.

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 Michelle Textor, Mike Batista, Cfp®, Darren Osbahr, Javid Dabestani, Cfp®, and Nikki Johnson.

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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