Charles Wan
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Charles Wan Email & Phone Number

Associate Financial Planner at Three Creeks Capital Management
Location: Columbus, Ohio Metropolitan Area, United States 3 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Three Creeks Capital Management
Role
Associate Financial Planner
Location
Columbus, Ohio Metropolitan Area, United States
Company size
45157 employees

Who is Charles Wan? Overview

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Quick answer

Charles Wan is listed as Associate Financial Planner at Three Creeks Capital Management, a with 45157 employees, based in Columbus, Ohio Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Charles Wan.

Charles Wan previously worked as Financial Advisor at Merrill Lynch Wealth Management and Client Associate at Merrill Lynch Wealth Management. Charles Wan holds Bachelor Of Science, Finance from The Ohio State University.

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Email format at Three Creeks Capital Management

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Three Creeks Capital Management

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Profile bio

About Charles Wan

I'm a proud Taiwanese American and graduate of THE Ohio State University!I love learning the story of first and second generation immigrants and helping them navigate the world of personal finance, one step at a time. Aside from work, I spend my time hacking away at the golf course, searching for unique and interesting watches, and watching my beloved Buckeyes!

Current workplace

Charles Wan's current company

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Three Creeks Capital Management
Three Creeks Capital Management
Associate Financial Planner
Columbus, OH, US
Website
ml.com
Employees
45157
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3 roles

Charles Wan work experience

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Financial Advisor

Merrill Lynch Wealth Management

Our team's goal is to empower families with the necessary tools to help them achieve their goals. We strive to build lasting relationships and to deliver the best experience to you and your family! Areas of Focus:- Retirement Planning- Risk Management- Estate Planning- Education Planning- Managing New Wealth

Team & coworkers

Colleagues at Three Creeks Capital Management

Other employees you can reach at ml.com. View company contacts for 45157 employees →

SG Stephen Gray Stephen Gray Colleague at Three Creeks Capital ManagementLeesburg, Virginia, United States View → WR Wendy Ray Wendy Ray Colleague at Three Creeks Capital ManagementConcord, North Carolina, United States View → ML Marcia Lisboa Marcia Lisboa Colleague at Three Creeks Capital ManagementDelray Beach, Florida, United States View → NC Nick Chin, Crpc™ Nick Chin, Crpc™ Colleague at Three Creeks Capital ManagementPalo Alto, California, United States View → MH Mio Higashimoto Mio Higashimoto Colleague at Three Creeks Capital ManagementSan Diego, California, United States View → KB Kevin Byungho Kim Kevin Byungho Kim Colleague at Three Creeks Capital ManagementNew York City Metropolitan Area, United States View → CB Charles Belluardo, Cfp®, Cpfa® Charles Belluardo, Cfp®, Cpfa® Colleague at Three Creeks Capital ManagementRed Bank, New Jersey, United States View → BL Billy Le Billy Le Colleague at Three Creeks Capital ManagementLos Angeles Metropolitan Area, United States View → DS David Saurman, Crpc™ David Saurman, Crpc™ Colleague at Three Creeks Capital ManagementCamp Hill, Pennsylvania, United States View → LP Libby Porrey Libby Porrey Colleague at Three Creeks Capital ManagementDenver Metropolitan Area, United States View →
1 education record

Charles Wan education

FAQ

Frequently asked questions about Charles Wan

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

What company does Charles Wan work for?

Charles Wan works for Three Creeks Capital Management.

What is Charles Wan's role at Three Creeks Capital Management?

Charles Wan is listed as Associate Financial Planner at Three Creeks Capital Management.

Where is Charles Wan based?

Charles Wan is based in Columbus, Ohio Metropolitan Area, United States while working with Three Creeks Capital Management.

What companies has Charles Wan worked for?

Charles Wan has worked for Three Creeks Capital Management and Merrill Lynch Wealth Management.

Who are Charles Wan's colleagues at Three Creeks Capital Management?

Charles Wan's colleagues at Three Creeks Capital Management include Stephen Gray, Wendy Ray, Marcia Lisboa, Nick Chin, Crpc™, and Mio Higashimoto.

How can I contact Charles Wan?

You can use AeroLeads to view verified contact signals for Charles Wan at Three Creeks Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Charles Wan attend?

Charles Wan holds Bachelor Of Science, Finance from The Ohio State University.

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