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Matt Enger
Portfolio Manager-Equities at Creative Planning LLC
Network origin in Matt Enger first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
81
| Holding Company | Investment Managers | 81 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Matt Enger via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
UBS Financial Services, Inc.
![]() UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Merrill Lynch, Pierce, Fenner & Smith, Inc.
![]() Merrill Lynch, Pierce, Fenner & Smith, Inc. Investment Banks/BrokersFinance Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC). | Investment Banks/Brokers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Michigan State University | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
Kansas State University | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Masters Business Admin Graduate Degree | |
FIAM LLC
![]() FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. The firm also sub-advices funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
University of Utah | College/University | Graduate Degree Undergraduate Degree | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Illinois | College/University | Undergraduate Degree Undergraduate Degree | |
United Services Automobile Association
![]() United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
University of California San Diego | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
University of Minnesota
![]() University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
Charles Schwab & Co., Inc.
![]() Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Evergreen Investments & Management LLC
![]() Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
Western Carolina University | College/University | Undergraduate Degree | |
Northern Illinois University | College/University | Undergraduate Degree | |
University Of Missouri School of Law | College/University | Graduate Degree | |
E*TRADE Capital Management LLC
![]() E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
Arizona State University | College/University | Masters Business Admin | |
Capital University | College/University | Undergraduate Degree | |
Charter Oak State College | College/University | Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree | |
Portland State University | College/University | Undergraduate Degree | |
United States Marine Corps | Sovereign | Corporate Officer/Principal | |
The State University of New York College at Fredonia | College/University | Undergraduate Degree | |
Advantage Wealth Management LLC
![]() Advantage Wealth Management LLC Investment ManagersFinance Advantage Wealth Management LLC provides investment advice. It offers financial services, health insurance, life insurance and disability income insurance. The firm also provides variety of financial and insurance products and services like portfolio management, professional insurance advice and small business services. The company is headquartered in Lafayette, LA. | Investment Managers | Corporate Officer/Principal | |
Koesten Hirschmann & Crabtree, Inc.
![]() Koesten Hirschmann & Crabtree, Inc. Investment ManagersFinance Koesten Hirschmann & Crabtree, Inc. (dba Aspyre Wealth Partners) is an independent, SEC-registered investment advisor headquartered in Overland Park, Kansas. Founded in 1996, Aspyre Wealth Partners provides financial planning, consulting, and investment management services to individuals, high net worth individuals, trusts, estates, and other business entities. | Investment Managers | Corporate Officer/Principal | |
Northwestern University
![]() Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Undergraduate Degree | |
American Century Investment Management, Inc.
![]() American Century Investment Management, Inc. Investment ManagersFinance American Century Investment Management, Inc. (ACIM) is a SEC-registered investment advisor and mutual fund manager headquartered in Kansas City, Missouri. The firm was founded by James E. Stowers, Jr. in 1958 and is a wholly-owned subsidiary of American Century Cos., Inc. ACIM provides portfolio management services to financial advisors, individual investors and institutional clients. | Investment Managers | Corporate Officer/Principal | |
Beloit College | College/University | Undergraduate Degree | |
Southern Illinois University | College/University | Undergraduate Degree | |
Rutgers University Graduate School of Banking | College/University | Graduate Degree |
Statistics
International
United States | 51 |
Sectoral
Consumer Services | 35 |
Finance | 14 |
Commercial Services | 2 |
Government | 2 |
Operational
Portfolio Manager-Equities | 89 |
Undergraduate Degree | 79 |
Corporate Officer/Principal | 46 |
Masters Business Admin | 17 |
Director/Board Member | 7 |
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