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Randy Helm Email & Phone Number
Billing Specialist
at
Creative Planning
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Billing Specialist
Location
Kansas City, Missouri, United States
Company size
Who is Randy Helm? Overview
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Quick answer
Randy Helm is listed as Billing Specialist at Creative Planning, a with 631 employees, based in Kansas City, Missouri, United States. AeroLeads shows a matched LinkedIn profile for Randy Helm.
Randy Helm holds Bachelor’S Degree, Education, 7-12 from University Of Dayton.
Company email context
Email format at Creative Planning
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Creative Planning
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Profile bio
About Randy Helm
Finance professional with 4+ years of experience in payment operations in SaaS. I have a strong background in payment processing with a focus on client experience. In my most recent roles I have refined my abilities to optimize financial processes and enhance operational efficiency.
Current workplace
Randy Helm's current company
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Creative Planning
1 role
Randy Helm work experience
A career timeline built from the work history available for this profile.
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Billing SpecialistCreative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.
Team & coworkers
Colleagues at Creative Planning
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
TC
Tim Couch
Colleague at Creative PlanningUnited States
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BA
Barrett Albright
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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SW
Susan Withey
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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VK
Veranika Karnatsevich, Ea, Mst
Colleague at Creative PlanningGreater Chicago Area, United States
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TM
Tyler Maddox
Colleague at Creative PlanningLeawood, Kansas, United States
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KT
Kevin Tietz
Colleague at Creative PlanningLawrence, Kansas, United States
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JD
Justin Dodge
Colleague at Creative PlanningNew York, United States
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SU
Susan Unkrich Guilford
Colleague at Creative PlanningOverland Park, Kansas, United States
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ZB
Zack Baird, Cima®
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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DT
Divya Tejaswi Ejjurothu
Colleague at Creative PlanningOverland Park, Kansas, United States
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Tim Couch
Colleague at Creative PlanningUnited States
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BA
Barrett Albright
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
SW
Susan Withey
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
VK
Veranika Karnatsevich, Ea, Mst
Colleague at Creative PlanningGreater Chicago Area, United States
View →
TM
Tyler Maddox
Colleague at Creative PlanningLeawood, Kansas, United States
View →
KT
Kevin Tietz
Colleague at Creative PlanningLawrence, Kansas, United States
View →
JD
Justin Dodge
Colleague at Creative PlanningNew York, United States
View →
SU
Susan Unkrich Guilford
Colleague at Creative PlanningOverland Park, Kansas, United States
View →
ZB
Zack Baird, Cima®
Colleague at Creative PlanningKansas City Metropolitan Area, United States
View →
DT
Divya Tejaswi Ejjurothu
Colleague at Creative PlanningOverland Park, Kansas, United States
View →
1 education record
Randy Helm education
FAQ
Frequently asked questions about Randy Helm
Quick answers generated from the profile data available on this page.
What company does Randy Helm work for?
Randy Helm works for Creative Planning.
What is Randy Helm's role at Creative Planning?
Randy Helm is listed as Billing Specialist at Creative Planning.
Where is Randy Helm based?
Randy Helm is based in Kansas City, Missouri, United States while working with Creative Planning.
What companies has Randy Helm worked for?
Randy Helm has worked for Creative Planning.
Who are Randy Helm's colleagues at Creative Planning?
Randy Helm's colleagues at Creative Planning include Tim Couch, Barrett Albright, Susan Withey, Veranika Karnatsevich, Ea, Mst, and Tyler Maddox.
How can I contact Randy Helm?
You can use AeroLeads to view verified contact signals for Randy Helm at Creative Planning, including work email, phone, and LinkedIn data when available.
What schools did Randy Helm attend?
Randy Helm holds Bachelor’S Degree, Education, 7-12 from University Of Dayton.
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