Steve Merrell, CFP®, AIF®

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

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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

What is the Approximate Amount of Your Investable Assets?

Investable Assets*

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

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Referral Source*

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Marketing Keycode

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UTM Source

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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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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

Steve Merrell, CFP®, AIF®

Managing Director, Partner

Articles by Steve Merrell, CFP®, AIF®

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

Let's Get to Know You

Where is your primary residence?

How May We Reach You?

Did Someone Refer You to Creative Planning?

What is the Approximate Amount of Your Investable Assets?

Let's Set a Meeting

Let's Set a Meeting

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