Samuel Kruschel
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Samuel Kruschel Email & Phone Number

Partner | Private Wealth Manager at Creative Planning Inc. at Creative Planning LLC
Location: Milwaukee, Wisconsin, United States 7 work roles 2 schools
1 work email found @creativeplanning.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@creativeplanning.com
LinkedIn Profile matched
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Current company
Role
Partner | Private Wealth Manager at Creative Planning Inc.
Location
Milwaukee, Wisconsin, United States
Company size

Who is Samuel Kruschel? Overview

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Quick answer

Samuel Kruschel is listed as Partner | Private Wealth Manager at Creative Planning Inc. at Creative Planning LLC, a company with 631 employees, based in Milwaukee, Wisconsin, United States. AeroLeads shows a work email signal at creativeplanning.com and a matched LinkedIn profile for Samuel Kruschel.

Samuel Kruschel previously worked as Partner | Private Wealth Manager at Creative Planning Llc and Financial Planner at Massmutual Financial Group. Samuel Kruschel holds Mba, Finance from Lubar College Of Business.

Company email context

Email format at Creative Planning LLC

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

Profile bio

About Samuel Kruschel

I am a Private Wealth Manager at Creative Planning. Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.I earned the Chartered Retirement Planning Counselor SM Professional (CRPC®) designation in 2009, the CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL (CFP®) designation in 2011, and the Chartered Financial Consultant (ChFC®) designation in 2015. I currently reside in Germantown with my wife and family. I was the Treasurer of a free health clinic for several years in Milwaukee, and have adjunct taught at both the University of Wisconsin-Milwaukee and Wisconsin Lutheran College.

Listed skills include Investments, Financial Analysis, Strategic Financial Planning, Financial Modeling, and 11 others.

Current workplace

Samuel Kruschel's current company

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Creative Planning LLC
Creative Planning Llc
Partner | Private Wealth Manager at Creative Planning Inc.
overland park, kansas, united states
Employees
631
AeroLeads page
7 roles

Samuel Kruschel work experience

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

Partner | Private Wealth Manager

Current

Greater Milwaukee Area

Dec 2017 - Present

Adjunct Professor

Greater Milwaukee Area

I taught Financial Management to students in the Accleerated Degree Program.

Mar 2012 - Dec 2012

Adjunct Professor

Greater Milwaukee Area

I taught International Investments to both undergraduate and graduate students.

Jan 2012 - Dec 2012

Compliance Officer

Us Bancorp Fund Services, Llc
Dec 2002 - Aug 2008
Team & coworkers

Colleagues at Creative Planning LLC

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

2 education records

Samuel Kruschel education

FAQ

Frequently asked questions about Samuel Kruschel

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

What company does Samuel Kruschel work for?

Samuel Kruschel works for Creative Planning LLC.

What is Samuel Kruschel's role at Creative Planning LLC?

Samuel Kruschel is listed as Partner | Private Wealth Manager at Creative Planning Inc. at Creative Planning LLC.

What is Samuel Kruschel's email address?

AeroLeads has found 1 work email signal at @creativeplanning.com for Samuel Kruschel at Creative Planning LLC.

Where is Samuel Kruschel based?

Samuel Kruschel is based in Milwaukee, Wisconsin, United States while working with Creative Planning LLC.

What companies has Samuel Kruschel worked for?

Samuel Kruschel has worked for Creative Planning Llc, Massmutual Financial Group, Morgan Stanley, Wisconsin Lutheran College, and University Of Wisconsin Milwaukee.

Who are Samuel Kruschel's colleagues at Creative Planning LLC?

Samuel Kruschel's colleagues at Creative Planning LLC include Marissa Hodges, Leah Schmid, Cpa, Cfp®, Melissa A. Brown, Bryce Ainslie, and Joe Cummings, Cfp®,Aams®, Cmfc®.

How can I contact Samuel Kruschel?

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

What schools did Samuel Kruschel attend?

Samuel Kruschel holds Mba, Finance from Lubar College Of Business.

What skills is Samuel Kruschel known for?

Samuel Kruschel is listed with skills including Investments, Financial Analysis, Strategic Financial Planning, Financial Modeling, Mutual Funds, Risk Management, Series 7, and Financial Reporting.

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