Norman Caldwell
Portfolio Manager-Equities at Creative Planning LLC
Norman Caldwell active positions
| Companies | Position | Start | 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 | 2016-06-30 | - |
Career history of Norman Caldwell
Former positions of Norman Caldwell
| Companies | Position | Start | End |
|---|---|---|---|
Gupta Wealth Management LLC
 Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Portfolio Manager-Equities | 2014-11-30 | 2016-04-04 |
Hartwood Advisors, Inc.
 Hartwood Advisors, Inc. Investment ManagersFinance Hartwood Advisors, Inc. provides investment advice. The private company is based in Pittsburgh, PA. | Corporate Officer/Principal | 2002-12-31 | 2006-08-30 |
Training of Norman Caldwell
| Missouri State University | Undergraduate Degree |
Statistics
International
| United States | 5 |
Operational
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 3 |
|---|---|
Gupta Wealth Management LLC
Gupta Wealth Management LLC Investment ManagersFinance Founded by Ajay K. Gupta in 2013, Gupta Wealth Management LLC is a wealth management firm and registered investment advisor located in San Diego, California. The firm is a subsidiary of Creative Planning, Inc. They provide services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, pooled investment vehicles, corporations and other business entities. | Finance |
Hartwood Advisors, Inc.
Hartwood Advisors, Inc. Investment ManagersFinance Hartwood Advisors, Inc. provides investment advice. The private company is based in Pittsburgh, PA. | Finance |
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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