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John Simonson, CFP®

Wealth Manager, Partner
John serves as a Partner and Private Wealth Manager, working directly with clients to develop a cohesive strategy to help 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 planning, insurance and charitable planning. Prior to joining Creative Planning, John worked for a major financial services firm as a Vice President, Senior Account Executive. The majority of his career was spent working with individual clients assisting them with their financial needs. John provided management and oversight to the largest practice within their Private Client Group in the Nebraska and Iowa region. During his tenure, he was elected as a member of the company’s North Central Leadership Development Program as well as the company’s National Leadership Development Program. John received a Bachelor of Science degree from Kansas State University. John and his wife Sarah, have three children – Ayden, Sarah Ann and Max. In his spare time, he enjoys running, biking, spending time with family and friends and attending his children’s sporting activities.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

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STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021