John Simonson

Portfolio Manager-Equities at

Creative Planning LLC

Consumer Services

Finance

Profile

Mr. John S.
Simonson is a Wealth Manager at Creative Planning LLC.
He is working directly with clients to develop a cohesive strategy to help meet their most complex goals and financial needs.
His comprehensive approach helps solve wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business planning, insurance and charitable planning.
Prior to joining Creative Planning, Mr. Simonson worked for a major financial services firm as a Vice President, Senior Account Executive.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Science degree from Kansas State University.

John Simonson active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Portfolio Manager-Equities	31/05/2014

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Private companies	2
Kansas State University Kansas State University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities.	Finance

Private companies