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Peter Sengelmann, Cfa Email & Phone Number
Partner and Director of International Wealth Management and Investments
at
Creative Planning International
1 work email found
@creativeplanning.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Director of International Wealth Management and Investments
Location
Greater Madison Area, United States, United States
Who is Peter Sengelmann, Cfa? Overview
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Quick answer
Peter Sengelmann, Cfa is listed as Partner and Director of International Wealth Management and Investments at Creative Planning International, based in Greater Madison Area, United States, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Peter Sengelmann, Cfa.
Peter Sengelmann, Cfa previously worked as Partner / Director of International Investments at Creative Planning International and Director of International Investments & International Wealth Manager at Creative Planning International. Peter Sengelmann, Cfa holds Mba, Finance from Ucla Anderson School Of Management.
Company email context
Email format at Creative Planning International
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*@creativeplanning.com
68% confidence
AeroLeads found 1 current-domain work email signal for Peter Sengelmann, Cfa. Compare company email patterns before reaching out.
Profile bio
About Peter Sengelmann, Cfa
I am passionate about helping people around the world achieve their financial goals, make sense of cross-border tax complexities, plan their estates efficiently and avoid making mistakes. Reach out anytime if you want to have a chat about your situation. I'm here to help.
Listed skills include Fixed Income, Portfolio Management, Investments, Investment Management, and 19 others.
Current workplace
Peter Sengelmann, Cfa's current company
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8 roles
Peter Sengelmann, Cfa work experience
A career timeline built from the work history available for this profile.
Partner / Director Of International Investments
CurrentCreative Planning International is a fee-based wealth management and financial planning firm. Our clients reside all over the world. Whether advising American expatriates or U.S. residents, we provide an integrated service that encompasses:- Financial planning- Investment management- Retirement planning- Estate planning- International and domestic tax.
Aug 2023 - Present
Director Of International Investments & International Wealth Manager
Sep 2020 - Aug 2023
Chief Investment Officer & International Financial Advisor At Thun Financial Advisors
Thun Financial Advisors joined Creative Planning and is now known as Creative Planning International.
Jan 2017 - Sep 2020
Sr Portfolio Manager
Feb 2012 - Jul 2016
Client Service & Marketing Executive
Aug 2008 - Feb 2012
Vice President & Portfolio Manager
Aug 2003 - Aug 2008
Project And Supply Chain Management & Institutional Client Service
Taiwanese Manufacturers
Jun 1997 - Jul 2003
3 education records
Peter Sengelmann, Cfa education
Mba, Finance
Mandarin
Ba, Economics
FAQ
Frequently asked questions about Peter Sengelmann, Cfa
Quick answers generated from the profile data available on this page.
What company does Peter Sengelmann, Cfa work for?
Peter Sengelmann, Cfa works for Creative Planning International.
What is Peter Sengelmann, Cfa's role at Creative Planning International?
Peter Sengelmann, Cfa is listed as Partner and Director of International Wealth Management and Investments at Creative Planning International.
What is Peter Sengelmann, Cfa's email address?
AeroLeads has found 1 work email signal at @creativeplanning.com for Peter Sengelmann, Cfa at Creative Planning International.
Where is Peter Sengelmann, Cfa based?
Peter Sengelmann, Cfa is based in Greater Madison Area, United States, United States while working with Creative Planning International.
What companies has Peter Sengelmann, Cfa worked for?
Peter Sengelmann, Cfa has worked for Creative Planning International, Thun Financial Advisors, Nn Investment Partners, Western Asset Management, and Payden & Rygel.
How can I contact Peter Sengelmann, Cfa?
You can use AeroLeads to view verified contact signals for Peter Sengelmann, Cfa at Creative Planning International, including work email, phone, and LinkedIn data when available.
What schools did Peter Sengelmann, Cfa attend?
Peter Sengelmann, Cfa holds Mba, Finance from Ucla Anderson School Of Management.
What skills is Peter Sengelmann, Cfa known for?
Peter Sengelmann, Cfa is listed with skills including Fixed Income, Portfolio Management, Investments, Investment Management, Asset Management, Mutual Funds, Bloomberg, and Strategy.
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