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Contact Us
Contact Us
866-273-2848
Family Office
Wealth Management
401k & Business Services
- - - Retirement & Foundations
      - Retirement Plan Services
      - Institutional Investment Consulting for Nonprofit Organizations
  - - Business Services
Insights
About
- - - About Creative Planning
Local Team
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Contact Us
Client Login
Visit Creative Planning International

Creative Planning > All Company Referrals

All Company Referrals

This is the place to make all referrals to any service Creative Planning offers. If you are a wealth manager, continue to use Salesforce for existing client referrals and your Admin for new leads.

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1Step 1

2Step 2

Email

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Your Information

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URL

Your First Name*

Your Last Name*

Your Creative Planning Email*

Please use your creativeplanning.com email address

Department I Work In*

Other includes all support and internal departments

Service I Am Referring To*

If you are seeking to have Creative Planning provide financial planning, please select Wealth Management

If you have a referral that has a trust account administered elsewhere, and it can only be moved to another bank or Trust Company, then Creative Planning Trust Company may be an option. If you are seeking to have an estate plan done, please complete a Legal referral.

Are you referring yourself or your parents?

Yes

I am referring:

Myself

My Parents

Other

Are you referring yourself or your parents?

Yes

Is this referral for a business or person?*

Business

Personal

Is this referral for a business or person?*

Business

Personal

Is this referral for a new or existing client?

New Client

Exisiting Client

Is this referral for a new or existing client?

New Client

Existing Client not currently using CPB services

Existing Client using CPB services

Is this referral for a new or existing client?*

New Client

Exisiting Client

Is this person a Small Business, Large Business, or Personal?*

Individual

Self-Employed

Small Business (less than $2M revenue)

Mid to Large Business (over $2M in revenue)

To respect data privacy, we do not prepare personal tax returns for employees.

To respect data privacy, we do not prepare personal tax returns for employees.

At this time we are only completing personal tax returns for Wealth Clients.

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all referral lines that are both personal and business

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all business lines

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personal tax no show

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t - yes and personal

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t - yes refer and business

Retirement Referral Information

Existing Plan Size of the Retirement Business*

First Name of the of the Person I am Referring*

Last Name of the of the Person I am Referring*

Title (if applicable)

Email of the of the Person I Am Referring*

Phone # the of the Person I Am Referring*

Name of the Business I Am Referring*

City of the Person I Am Referring*

State of the of the Person I Am Referring*

ZIP Code of the of the Person I Am Referring*

Things I want you to know about who I am referring and their need:

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

Wealth Management Referral Information

Plan Name*

First Name of the Person I Am Referring*

Last Name of the Person I Am Referring*

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Employee Self-Referral

Investable Assets*

Would you like to refer to a specific Wealth Manager?*

Yes

No

Which Wealth Manager would you like this referral to go to?*

Country of the Person I Am Referring*

City of the Person I Am Referring*

State of the Person I Am Referring*

ZIP Code of the Person I Am Referring*

Postal Code of the Person I Am Referring*

Phone # of the Person I Am Referring*

Phone of the Person I Am Referring*

Email of the Person I Am Referring*

Things I want you to know about who I am referring and their need:

Things I want you to know about who I am referring and their need:

Please add Retirement MD, if known.

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

Institutional Referral

Name of the Institution I am Referring*

First Name of the Person I Am Referring*

Last Name of the Person I Am Referring*

Contact's Title

Email of the Person I Am Referring*

Phone # of the Person I Am Referring*

Assets of the Institution I Am Referring

Your Affiliation with the Institution I Am Referring

(ie: Board Member)

Website of the Institution I Am Referring

City of the Institution I Am Referring*

State of the Institution I Am Referring*

ZIP Code of the Institution I Am Referring*

Things I want you to know about who I am referring and their need:

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

Self, Family, or Personal Referral

First Name of the of the Person I Am Referring*

Last Name of the of the Person I Am Referring*

Email of the of the Person I Am Referring*

Things I want you to know about who I am referring and their need:

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

Business Line or Legal Referral

Reminder, if this is a Personal Wealth client already working with a Wealth Manager, referrals should be submitted via Salesforce

First Name of the of the Person I Am Referring*

Last Name of the of the Person I Am Referring*

Title of the of the Person I Am Referring

Name of the Business I Am Referring*

Country of the Business I Am Referring*

City of the Business I Am Referring*

State of the Business I Am Referring*

ZIP Code of the Business I Am Referring*

Postal Code of the Business I Am Referring*

Email of the Businessperson I Am Referring*

International Phone # of the Business Contact I Am Referring*

Phone # of the Business Contact I Am Referring*

Website of the Business I am Referring

Please use full URL, ie: https://mywebsitename.com

Industries of the Business I Am Referring*

Agribusiness

Construction

Real Estate

Financial Services

Government

Healthcare

Manufacturing & Distribution

Nonprofit

Franchise

Professional Services

Retail

Other

Business Revenue*

$50,000 - $2,000,000

$2,000,000 +

Things I want you to know about who I am referring and their need:

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

Medicare or Life, LTC and Disability Insurance

First name of the person I am referring

Last name of the person I am referring

Email of the person I am referring

Things I want you to know about who I am referring and their need

By making this submission I attest that this referral is aware of my status as a Creative Planning employee.

"*" indicates required fields

Comments

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Let's Get to Know You

First Name*

Last Name*

Prefer to discuss over the phone? 833-416-4702

Where is your primary residence?

Country*

ZIP Code*

Prefer to discuss over the phone? 833-416-4702

How May We Reach You?

Email*

Phone*

International Phone*

Prefer to discuss over the phone? 833-416-4702

Did Someone Refer You to Creative Planning?

Were you referred?

Yes

No

By whom?*

Creative Planning employee

Creative Planning client

Client Name*

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Prefix Client

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Referred not TR

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Referred is TR

Employee Name*

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Prefix Employee

Prefer to discuss over the phone? 833-416-4702

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

Investable Assets*

Prefer to discuss over the phone? 833-416-4702

We work with households having a minimum of $500,000 in U.S.-based investable assets.

Consent Checkbox*

By checking this box, I agree to provide Creative Planning with personal information and understand they won't sell this information to a third party. For more information on how we safeguard your personal information, please refer to our privacy policy.

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Referral Source*

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Marketing Keycode

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UTM Source

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UTM Medium

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UTM Term

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UTM Campaign

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UTM Content

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LP URL

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Website

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charlie-ram

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Wealth Management

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Children's Mercy

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Catholic Embed

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Retirement Clinic

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Referral Source*

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Referral Partner

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Consent

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Specialty Practice

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SP Type Dentists

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SP Coaches

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SP Type Social Impact

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SP Type Aviation

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SP Type Law Enforcement

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SP Type Sports and Entertainment

Law Enforcement Aviation Sports Dentists Catholic Focus

Could your money be working harder for you? Contact our team today.

Request a Meeting

Client Services: 866-909-5148

Retirement Plan Services: 866-427-4015

Become a Client: 833-416-4702

Visit Creative Planning International

Corporate mailing address:
5454 W 110th St, Overland Park, KS 66211

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