About Creative Planning Business Services
As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey.
*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients. MillionPhones has 42 verified mobile phone numbers for Creative Planning Business Services employees across 6 departments, helping sales teams connect with decision-makers directly.
Creative Planning Business Services Leadership — Direct Phone Numbers Available
PDO
Nicole M. — Partner, Director of Business Development
Sales
VC
Todd S. — Virtual CFO
Executive
SMD
Tina L. H. — Senior Managing Director - Business Advisor
Other
PST
Tony W. — Partner, Specialty Tax Services Director
Other
TP/
Bill N. — Tax Partner / Managing Tax Director - Iowa
Other
TD
Tracy J. — Tax Director
Other
DOV
Robert M. — Director of vCFO Services
Other
BAD
Catalin M. D. — Business Advisory Director
Other
P/D
Adam J. — Partner / Director of Technology
Other
VCI
Jordan M. — Virtual Chief Information Officer
Executive
Creative Planning Business Services Phone Numbers by Department
| Department |
Contacts |
Verified Mobiles |
Coverage |
| Other |
24 |
|
85% |
| Finance |
4 |
|
53% |
| Sales |
3 |
|
60% |
| Executive |
3 |
|
87% |
| Customer Success |
1 |
|
80% |
| Engineering |
1 |
|
75% |
Frequently Asked Questions
How can I get phone numbers for Creative Planning Business Services employees?
MillionPhones has 42 verified mobile phone numbers for Creative Planning Business Services employees. Sign up to access direct dial numbers for decision-makers across 6 departments.
Where is Creative Planning Business Services headquartered?
Creative Planning Business Services is headquartered in Overland Park, Kansas, US.
How many employees does Creative Planning Business Services have?
Creative Planning Business Services has approximately 530 employees.
What departments can I reach at Creative Planning Business Services?
MillionPhones has verified mobile numbers for Creative Planning Business Services employees in Other, Finance, Sales, Executive, Customer Success, Engineering departments.
What industry is Creative Planning Business Services in?
Creative Planning Business Services operates in the Business Consulting and Services industry.