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Brian Mc Laren
Private Wealth Manager at Creative Planning
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Work Experience
Private Wealth Manager
Jul 2022 - Present · 2 years and 5 months
Financial Advisor
Dec 2017 - Jul 2022 · 4 years and 7 months
Financial Advisor
Nov 2015 - Dec 2017 · 2 years and 1 months
Company Details
1001-5000 Employees
An independent wealth advisory firm with more than $300 billion in combined assets under management and advisement by Creative Planning and its affiliates* with clients in all 50 states and abroad. At Creative Planning, we’re structured to provide comprehensive, customized advice. Your wealth manager partners with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. If you’re ready to take the next step toward achieving financial freedom, please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *As of December 31, 2023. United Capital Financial Advisors is an affiliate of Creative Planning.
Year Founded
1982
Social Media
LinkedinFacebookTwitter
Industry
Financial Services
HQ Location
5454 W 110th St Overland Park, Kansas 66211, US
Keywords
Comprehensive Wealth ManagementFinancial PlanningInvestment ManagementEstate Planning and TrustsStrategic Tax PlanningRetirement PlanningInsuranceRisk ManagementBusiness Owner ServicesRetirement Services
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Contact Details
  • Email AddressB**@creativeplanning.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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