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Mike Harvey

Wealth Manager, Partner

Mike serves as a Wealth Manager, helping clients to construct and implement a strategy tailored to their unique financial, investment, tax and estate planning needs. Prior to joining Creative Planning, Mike worked as a wealth manager with a Registered Investment Advisor. The majority of his career has been focused on working with high net worth families and individuals developing financial and investment plans.

Mike earned both his Bachelor of Science degree in Business and Economics and his MBA with a Finance Concentration from the University of Kansas. He also holds the CERTIFIED FINANCIAL PLANNER™ certification.

In his free time, Mike enjoys spending time with his family, home and yard projects, and traveling.

*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