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Andrew H. Fuller
Investment Committee Member at Creative Planning LLC
Profile
Mr. Andrew H.
Fuller is a Partner & Managing Director at Creative Planning LLC.
He and his team practice in the areas of investment management, retirement planning, tax and estate planning, business succession planning as well as charitable planning.
His additional responsibilities include serving as a member of the firm’s Investment Committee where he helps shape firm wide strategy.
Prior to joining Creative Planning, Mr. Fuller held the position of Vice President, Regional Planning Consultant with a national financial services firm in Chicago.
While there he worked with high net worth clients and senior financial advisors on the development of complex financial planning strategies.
He was also charged with creating and delivering presentations on various investment management and financial planning topics across the country.
He graduated from the Johns Hopkins University Carey Business School with a Master of Science in Finance and holds the Certified Financial Planner designation.
He also attended the University of Utah where he studied languages, economics and political science receiving both an Honors Bachelor of Arts and a Master of Arts.
Andrew H. Fuller active positions
Companies | Position | Start |
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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. | Investment Committee Member | 2013-02-28 |
Training of Andrew H. Fuller
University of Utah | Graduate Degree |
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Private companies | 1 |
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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 |
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