![Ryan Folster](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Ryan Folster
Portfolio Manager-Equities at Creative Planning LLC
Profile
Mr. Ryan O.
Folster is a Wealth Manager & Partner at Creative Planning LLC.
He has 23 years of financial services experience.
Prior to joining Creative Planning, He worked for a major national financial services company for over 14 years.
Most recently, he served as Regional Vice President, overseeing Investment Solutions where his responsibilities included training and coaching Branch Managers, Regional Planning Consultants and Account Executives as well as working with clients.
He was instrumental in designing, implementing and managing national training strategies.
He also served as a Vice President, Senior Account Executive, dealing primarily with high net worth clients where he was responsible for overseeing client assets and providing financial planning to them.
He received his undergraduate degree from the University of Phoenix.
Ryan Folster active positions
Companies | Position | Start |
---|---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portfolio Manager-Equities | 30/06/2014 |
Training of Ryan Folster
University of Phoenix | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
- Stock Market
- Insiders
- Ryan Folster