Mark Henke

Portfolio Manager-Equities at

Creative Planning LLC

Consumer Services

Finance

Profile

Mr. Mark J.
Henke is a Wealth Manager & Partner at Creative Planning LLC.
He works directly with clients to develop and coordinate the financial, investment, tax and estate aspects of their plan.
He brings with him extensive client relations experience in banking and in charitable giving.
He graduated with a Bachelor of Science degree in Interdivisional Studies (Math/Business/Chemistry/Psychology) from Regis University in Denver and obtained his law degree from the University of Kansas.
He also obtained a graduate degree in banking from the Stonier Graduate School of Banking at Rutgers University in New Jersey.

Mark Henke active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	2009-09-30

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Linked companies

Private companies	4
Regis University Regis University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of Kansas University of Kansas Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance
Rutgers University Graduate School of Banking Rutgers University Graduate School of Banking Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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