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Michael Persell

Wealth Manager

Michael serves as a Private Wealth Manager, working directly with his 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.

Michael brings to his clients more than 14 years of experience in the financial services industry. Prior to joining Creative Planning, he worked for a local investment firm leading their flagship investor center. Michael has spent his entire career in the financial services industry and has developed an in-depth knowledge of serving clients with comprehensive wealth management.

Michael earned a Bachelor of Science degree in Personal Financial Planning from the University of Missouri. Michael is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

Michael and his wife Lindsay have two children – Luciana and Dominic. In his spare time, Michael enjoys disc golfing, traveling, cooking, and spending time with his family.

 

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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