Brett Broyles
Portfolio Manager-Equities at Creative Planning LLC
Profile
Currently, Brett Thomas Broyles is Partner & Private Wealth Manager at Creative Planning LLC.
He is running a national practice working with clients to develop a cohesive strategy to 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 succession planning, corporate stock option planning, insurance and charitable planning.
Prior to joining Creative Planning, Mr. Broyles worked for a major national financial company as a Vice President, Senior Account Executive managing a practice of over $2 billion.
The majority of his career was spent working with individual clients assisting them with their financial needs.
He received a Bachelor of Arts degree in Communications from Texas Tech University and graduated with a Masters of Business Administration degree from the University of Dallas.
Brett Broyles 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 | 2011-09-30 |
Training of Brett Broyles
Texas Tech University | Undergraduate Degree |
University of Dallas | Masters Business Admin |
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
- Brett Broyles