$200B+ Wealth Manager Talks Investor Strategies & more with Kevin Timmerman

🎁 Gift for All Podcast Listeners Below 👇 | As a Wealth Manager at Creative Planning, Kevin works directly with clients to create and maintain customized financial plans which address all aspects of financial planning; including investments, retirement, tax, and estate planning. Kevin is also a Partner and Managing Director of Creative Planning.   

Kevin is both a CERTIFIED FINANCIAL PLANNER™ professional and a licensed attorney, and has more than 27 years of wealth management experience. He has been recognized by Barron’s eleven times as one of the Top 100 Independent Advisors in the country and has been inducted into Barron’s Advisor Hall of Fame.* Kevin has also been featured in the Wall Street Journal and has appeared multiple times as a guest on CNBC’s “On The Money.”   

Kevin graduated with High Distinction from the University of Iowa College of Business with a degree in finance and received a Juris Doctorate degree from the University of Iowa College of Law.   Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Creative Planning was named the #1 Independent Wealth Management Firm in America by Barron’s (2017), and CNBC named Creative Planning the #1 Independent Wealth Management Firm in the United States on the only rankings the network ever released (2014-2015)*.  Creative Planning manages over $100 billion as of November 3, 2021 for clients in all 50 states. Specialties: Wealth Management, Investment Management for Individuals, Businesses, and Charities, Financial Planning, Wills, Trusts, and Estate Planning, Tax Planning, Charitable Planning, Business Succession Planning, Risk Management.  

LinkedIn: https://www.linkedin.com/in/kevin-timmerman-4128378/  

Website: https://creativeplanning.com/

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