Michael Moleski
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. Michael S.
Moleski is a Managing Director & Partner at Creative Planning LLC.
He has over 21 years of financial planning experience.
Prior to joining Creative Planning, He worked for a major financial services company as an Account Executive.
His primary duties included consulting with high net worth clients on the development of complex investment and financial planning strategies.
He received his undergraduate degree from the University of Illinois.
Michael Moleski active positions
| Companies | Position | Start |
|---|---|---|
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 | 2011-12-31 |
Training of Michael Moleski
| University of Illinois | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
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 |
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