Profile
Ms. Jenny Carter, CPA, is Vice President-Tax Services at Creative Planning, Inc. Prior to joining Creative Planning, Ms. Carter worked with clients for over 10 years serving both their personal and corporate income tax compliance and tax planning needs.
Her experience includes working for large international public accounting firms as well as in private industry.
Ms. Carter earned both her Bachelor of Arts degree in Business as well as her Master of Accounting and Information Systems – emphasis in Taxation, from the University of Kansas.
She is a licensed CPA in both Kansas and Missouri.
She is also a member of the American Institute of Certified Public Accountants.
Former positions of Jenny Carter
| 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 | 2013-01-30 |
Training of Jenny Carter
| University of Kansas | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
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Linked companies
| Private companies | 1 |
|---|---|
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 |
- Stock Market
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- Jenny Carter
