Justin Bogardus
Partner / Director of Alternative Investments at Creative Planning, Inc.
- Role
- Partner Director of Alternative Investments at Creative Planning
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
About Justin Bogardus
Justin Bogardus is the Director of Alternative Investments at Creative Planning. 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 (20••••15).*Justin has also been featured in Ingrams Magazine as one of their “20 in their Twenties”, which recognizes the achievements and promise of the Kansas City area’s young entrepreneurs, as well as those who demonstrate entrepreneurial qualities and thinking on behalf of their employers.*As of 12/31/2024 Creative Planning managed:• $217 Billion of Assets Under Management • $120 Billion of Assets Under Advisement • $337 Billion combined Assets Under Management and Assets Under Advisement 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.*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Company is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Company by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. The Company never pays a fee to be considered for any ranking or recognition, but may purchase plaques or reprints to publicize rankings.
Experience
Partner Director of Alternative Investments
Mar 2024 — Present · Overland Park, KS, US
Education
The College of Saint Rose
Master of Business Administration (MBA), Business & Financial Planning
2016 — 2017
Union College
Bachelor of Arts, Double Major; Political Science and Economics
2010 — 2014
Skills
- Personal Financial Planning
- Teamwork
- Financial Planning
- Time Management
- Hold Series 7
- Computers
- Microsoft Excel
- Research
- Management
- Microsoft Powerpoint
- Financial Analysis
- Certified Financial Planner
- Multitasking
- Series 66
- Series 7
- Customer Service
- Microsoft Office
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