Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Mike Nelson | M | - |
University of Utah
| 25 years |
| Jason Young | M | - |
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. | 9 years |
| James S. Schallheim | M | - |
University of Utah
| 24 years |
| Nathan Farmer | M | - |
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. | 9 years |
| Phil Attebery | M | - |
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. | 8 years |
| Norman Caldwell | M | - |
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. | 8 years |
| Michael Batista | M | - |
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. | 9 years |
| Andreas Johnson | M | - |
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. | 9 years |
| Kenneth Pyle | M | - |
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. | 7 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| James Andrew DeWitt | M | - |
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. | 10 years |
| Simon Brewer | M | 46 |
University of Utah
| 5 years |
| Al Meadows | M | - |
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. | - |
| Josh Eckman | M | - |
University of Utah
| 4 years |
| Alejandro Vargas | M | - |
University of Utah
| 6 years |
| Peter Wall | M | 52 |
University of Utah
| - |
| Amber Williams | F | 44 |
University of Utah
| 5 years |
| Benjamin M. Larsen | M | 53 |
University of Utah
| 5 years |
| Jason Kerr | M | 53 |
University of Utah
| 7 years |
| Jeffrey McCulloch | M | - |
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. | 7 years |
| Ajay Kumar Gupta | M | - |
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. | 4 years |
| Carter Matzinger | M | 49 |
University of Utah
| 4 years |
| Reshma Shetty | M | 43 |
University of Utah
| 4 years |
| Patrick Neil Elliott | M | - |
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. | 6 years |
| Marcus Kuypers | M | 69 |
University of Utah
| 2 years |
| Trevor Welch | M | - |
University of Utah
| 3 years |
| A. Betz | M | 77 |
University of Utah
| 13 years |
| James Michael Agan | M | - |
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. | 3 years |
| Ali Kavianian | M | - |
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. | - |
| Dan Harrison | M | - |
University of Utah
| 5 years |
| John T. Gillings | M | - |
University of Utah
| 4 years |
| Jeanne Goss | F | 45 |
University of Utah
| 4 years |
| Cathy R. Bayes | F | - |
University of Utah
| 4 years |
| Brian Krause | M | - |
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. | 7 years |
| Douglas W. Jamison | M | - |
University of Utah
| 1 years |
| Nathan Felix | M | - |
University of Utah
| 2 years |
| David Scruggs | M | - |
University of Utah
| 7 years |
| Matt DeGraw | M | - |
University of Utah
| 4 years |
| Matt Johnson | M | - |
University of Utah
| 3 years |
| Scot Elder | M | 49 |
University of Utah
| 4 years |
| Brent Dewsnup | M | - |
University of Utah
| 2 years |
| Masahiko Fukano | M | - |
University of Utah
| 2 years |
| Hai Lu | M | 53 |
University of Utah
| 2 years |
| Brian Brown | M | 48 |
University of Utah
| 4 years |
| Simon Yen | M | - |
University of Utah
| 3 years |
| Mark Long | M | - |
University of Utah
| 4 years |
| Francine Eddy Jones | F | - |
University of Utah
| 4 years |
| Bryant Weber | M | - |
University of Utah
| 4 years |
| Andrew Bradshaw | M | - |
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. | 2 years |
| Pete Johnson | M | - |
University of Utah
| 6 years |
| Matthew Aposhian | M | - |
University of Utah
| 4 years |
| Paul Arnold | M | - |
University of Utah
| 5 years |
| Ryan Smith | M | 58 |
University of Utah
| 4 years |
| Dichter Ron | M | - |
University of Utah
| 7 years |
| Bret Christensen | M | 53 |
University of Utah
| 2 years |
| Pete Evans | M | - |
University of Utah
| 4 years |
| Ryan Barclay | M | - |
University of Utah
| 3 years |
| Matt Marsh | M | - |
University of Utah
| 5 years |
| Eric Ray Thatcher | M | - |
University of Utah
| 4 years |
| Jared Hutchings | M | - |
University of Utah
| 4 years |
| David Hedderly-Smith | M | 75 |
University of Utah
| 3 years |
| Yi You Chen | M | - |
University of Utah
| 3 years |
| Joseph B. Young | M | 43 |
University of Utah
| 4 years |
| Kyle T. Hill | M | - |
University of Utah
| 4 years |
| Zach Larkin | M | - |
University of Utah
| 4 years |
| Aaron A. Hofmann | M | - |
University of Utah
| 12 years |
| Michael D. Gallivan | M | - |
University of Utah
| - |
| Amy Hu Sunderland | F | - |
University of Utah
| 3 years |
| Scott Stenburg | M | - |
University of Utah
| 3 years |
| Ryan E. Winter | M | - |
University of Utah
| 4 years |
| Randall W. Burt | M | - |
University of Utah
| 12 years |
| Travis Heath | M | - |
University of Utah
| - |
| Jeff Gumeson | M | - |
University of Utah
| 4 years |
| Richard Koehn | M | - |
University of Utah
| 8 years |
| Chad England | M | - |
University of Utah
| 4 years |
| Ty D. Oyer | M | 52 |
University of Utah
| 3 years |
| Melissa Ladakis | F | 54 |
University of Utah
| 4 years |
| Mark Campbell | M | - |
University of Utah
| 4 years |
| Jess Emery Jones | M | 45 |
University of Utah
| 4 years |
| Anthony Brandon Escobar | M | 48 |
University of Utah
| 4 years |
| Christina Jackson | F | - |
University of Utah
| 4 years |
| Brad Moss | M | - |
University of Utah
| 6 years |
| Brian A. Dominic | M | - |
University of Utah
| 3 years |
| Anthony Kirkham | M | - |
University of Utah
| 4 years |
| Isaac J. Morris | M | - |
University of Utah
| 4 years |
| Gary Shelstad | M | - |
University of Utah
| 22 years |
| Carson Rice Dickson | M | - |
University of Utah
| 4 years |
| Andrew Jenks | M | - |
University of Utah
| 5 years |
| David Laino | M | - |
University of Utah
| 3 years |
| Sean J. Mulvihill | M | - |
University of Utah
| 12 years |
| Karleen S. Callahan | M | 75 |
University of Utah
| 10 years |
| Vivian Tran | F | 48 |
University of Utah
| 4 years |
| Daniel Daniel | M | 49 |
University of Utah
| 4 years |
| Will McMaster | M | - |
University of Utah
| 5 years |
| Gregory DiRusso | M | - |
University of Utah
| 2 years |
| Eric Bowen | M | - |
University of Utah
| 4 years |
| Nathan Locke | M | 41 |
University of Utah
| 6 years |
| Cameron J. Cuch | M | 49 |
University of Utah
| 1 years |
| Kevin L. Davis | M | 58 |
University of Utah
| 4 years |
| Rui Xue Quan | M | 50 |
University of Utah
| 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 99 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Rinar Stewart Erickson
- Personal Network
