Byron Frey

Investment Committee Member at Creative Planning LLC

Finance

Consumer Services

Profile

Mr. Byron A.
Frey is a Managing Director & Partner at Creative Planning LLC.
He also serves on the firm’s Investment Committee.
Utilizing a disciplined approach, he works with clients to develop, implement, and monitor comprehensive strategies to meet their most complex goals and needs.
He has been serving clients in the investment industry since 1995.
Prior to joining Creative Planning, Byron was a Vice President-Financial Consultant for a major national financial services company.
At his prior employer, he was chosen to be part of a select group that launched the company’s Private Client program providing fee-based investment advisory and planning services.
He graduated from Bucknell University with a degree in Economics and Political Science.

Byron Frey 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.	Investment Committee Member	2012-02-29

All active positions of Byron Frey

Former positions of Byron Frey

Companies	Position	End
CHARLES SCHWAB	Corporate Officer/Principal	-

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Training of Byron Frey

Bucknell University

Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Listed companies	1
CHARLES SCHWAB	Finance

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