Profile
Mr. James M.
Agan is Wealth Manager at Creative Planning, Inc.
Mr. Agan was previously employed by United States Marine Corps.
He received his BA degree in Wealth Management from Capital University.
Former positions of James Michael Agan
| Companies | Position | End |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 2016-09-30 |
| United States Marine Corps | Corporate Officer/Principal | - |
Training of James Michael Agan
| Capital University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
| United States Marine Corps | Government |
- Stock Market
- Insiders
- James Michael Agan
