Todd Mons

Private Wealth Manager at Creative Planning Inc.

Role: Private Wealth Manager at Creative Planning
Location: Salt Lake City, UT, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Todd Mons

Todd Mons is a Private Wealth Manager at Creative Planning. Creative Planning provides…

Experience

Private Wealth Manager
Creative Planning
Oct 2016 — Present

Skills

Series 7
Portfolio Management
Series 63
Wealth Management
Wealth Preservation Planning
Financial Services
Mutual Funds
Retirement
Finance
Management
Investments
High Net Worth Individuals
Investment Strategies
Leadership
Income Protection
Asset Protection
Investment Advisory
Financial Planning
Estate Planning
Asset Management
Investment Management
Retirement Planning
Asset Allocation
Financial Advisory
Wealth Management Services

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
t•••••••@creativeplanning.com
Personal email
•••••@•••••.com
Direct dial
+15•••••••52

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Current company

Creative Planning Business Services

Business Consulting and Services · 536 employees · Overland Park, Kansas, United States

As of July 1, 2023, BerganKDV has joined forces with Creative Planning* one of the largest and most highly respected independent wealth management firms in the country. The strategic acquisition will pave the way for unparalleled experiences for our clients and team members and make a compelling impact on the professional services industry. BerganKDV will continue to provide audit and attest services to clients, while Creative Planning Business Services will provide customized, high-quality expertise to support every phase of your business journey.*Creative Planning is an independent wealth management firm, also providing business consulting, tax and financial services to clients. Creative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm that provides audit and assurance services to its clients.

creativeplanning.com

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