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Sam Koppen Email & Phone Number

Investment Manager at Creative Planning
Location: Scottsdale, Arizona, United States 5 work roles 1 school
1 work email found @creativeplanning.com 1 phone found area 847 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@creativeplanning.com
Direct phone (847) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Creative Planning
Role
Investment Manager
Location
Scottsdale, Arizona, United States
Company size
1946 employees

Who is Sam Koppen? Overview

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Quick answer

Sam Koppen is listed as Investment Manager at Creative Planning, a with 1946 employees, based in Scottsdale, Arizona, United States. AeroLeads shows a work email signal at creativeplanning.com, phone signal with area code 847, and a matched LinkedIn profile for Sam Koppen.

Sam Koppen previously worked as Consultant, GPS EFA at Deloitte and Investment Operations Manager at Creative Planning Llc. Sam Koppen holds Finance from The University Of Kansas.

Company email context

Email format at Creative Planning

This section adds company-level context without repeating Sam Koppen's masked contact details.

{first}.{last}@creativeplanning.com
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AeroLeads found 1 current-domain work email signal for Sam Koppen. Compare company email patterns before reaching out.

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Profile bio

About Sam Koppen

Sam Koppen is a Investment Manager at Creative Planning. He possess expertise in leadership, customer service, microsoft office, microsoft excel, public speaking and 1 more skills.

Listed skills include Leadership, Customer Service, Microsoft Office, Microsoft Excel, and 2 others.

Current workplace

Sam Koppen's current company

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

Creative Planning
Creative Planning
Investment Manager
Leawood, KS, US
Website
creativeplanning.com
Employees
1946
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Company profile
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5 roles

Sam Koppen work experience

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

Consultant, Gps Efa

Current
Deloitte

Phoenix, Arizona, United States

Aug 2022 - Present

Employee Benefits Advisor

Creative Planning Benefits, Llc
Jun 2019 - Jan 2021
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

AG Andy Gryszowka, Cfp® Andy Gryszowka, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States View → PW Paul Whitsell Paul Whitsell Colleague at Creative PlanningKansas City Metropolitan Area, United States View → RR Robert Ricci Robert Ricci Colleague at Creative PlanningLeawood, Kansas, United States View → DP Dana Plourde Dana Plourde Colleague at Creative PlanningWashington Dc-Baltimore Area, United States View → DP Danny Park Danny Park Colleague at Creative PlanningKansas City, Missouri, United States View → DD Dylan Dunlea, Cfp® Dylan Dunlea, Cfp® Colleague at Creative PlanningNewport Beach, California, United States View → KF Kayla Fusaro Kayla Fusaro Colleague at Creative PlanningGreater Philadelphia, United States View → KM Kim Masco Kim Masco Colleague at Creative PlanningIndependence, Kentucky, United States View → SM Stacia Miller, Mba Stacia Miller, Mba Colleague at Creative PlanningKansas City Metropolitan Area, United States View → SS Sam Scaggs Sam Scaggs Colleague at Creative PlanningKansas City, Missouri, United States View →
1 education record

Sam Koppen education

FAQ

Frequently asked questions about Sam Koppen

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

What company does Sam Koppen work for?

Sam Koppen works for Creative Planning.

What is Sam Koppen's role at Creative Planning?

Sam Koppen is listed as Investment Manager at Creative Planning.

What is Sam Koppen's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Sam Koppen at Creative Planning.

What is Sam Koppen's phone number?

AeroLeads has found 1 phone signal(s) with area code 847 for Sam Koppen at Creative Planning.

Where is Sam Koppen based?

Sam Koppen is based in Scottsdale, Arizona, United States while working with Creative Planning.

What companies has Sam Koppen worked for?

Sam Koppen has worked for Creative Planning, Deloitte, Creative Planning Llc, Creative Planning Benefits, Llc, and Rbc Wealth Management.

Who are Sam Koppen's colleagues at Creative Planning?

Sam Koppen's colleagues at Creative Planning include Andy Gryszowka, Cfp®, Paul Whitsell, Robert Ricci, Dana Plourde, and Danny Park.

How can I contact Sam Koppen?

You can use AeroLeads to view verified contact signals for Sam Koppen at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Sam Koppen attend?

Sam Koppen holds Finance from The University Of Kansas.

What skills is Sam Koppen known for?

Sam Koppen is listed with skills including Leadership, Customer Service, Microsoft Office, Microsoft Excel, Public Speaking, and Microsoft Word.

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