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Kimberly DeWane, MBA, CFP®

Wealth Manager
Kimberly serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. Prior to joining Creative Planning, Kimberly worked for an independent investment advisory firm as a Financial Advisor. Kimberly has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Kimberly received her Bachelor of Science degree in personal finance from the University of Wisconsin-Madison. She received her Master of Business Administration from St. Norbert College. Kimberly is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Kimberly and her husband, Doug, have two children: Harper and Harrison. In her spare time, Kimberly enjoys traveling and spending time with her family.

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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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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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