Creative Planning Business Services
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.
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Verified contacts
200
available on Kipplo
LinkedIn employees
525
1001 to 5000 range
Open roles
2
across 1 depts
Distinct roles
292
indexed titles
Tech stack
5
tools in use
Monthly traffic
14K
organic / mo
Hiring · 2 open positions across 1 departments
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Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- BW
Brett Weese
Head of Technology · Information Technology
EmailPhone - CC
Chelsea Cheville
Tax Director · Finance & Accounting
EmailPhone - DR
Dustin Reeves
Controller, Business Accounting Services · Finance & Accounting
EmailPhone - JB
Joe Benter
Director, Tax · Finance & Accounting
EmailPhone - JR
John Roderique
Tax Director Partner · Other
EmailPhone - KR
Kelly Rimpila
Senior Advisor · General Business & Management
EmailPhone - LR
Lee Roberts
Partner Director of Sales at Creative Planning Business Services · Sales & Business Development
EmailPhone - MP
Mark Pieper
Partner Tax Director · Finance & Accounting
EmailPhone - MM
Matt Maahs
Audit Shareholder · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Creative Planning Business Services
292 distinct titles indexed · top 10 shown.
- 16audit staff
- 12tax staff
- 9pedagogisch medewerker
- 9senior accountant
- 9staff accountant
- 9tax director
- 9tax manager
- 8audit manager
- 6tax intern
- 5leidster
- +282more titles
Sign up to unlock all 200 contacts at Creative Planning Business Services
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