Jackie O'Brien

Jackie O'Brien

Wealth Manager at Creative Planning LLC

Kansas City, Missouri, United States

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Work Experience

Creative Planning

Wealth Manager at Creative Planning LLC

2022-10-01 — Present

Heartland Wealth Advisors, LLC

Wealth Advisor Heartland Wealth Advisors, LLC

2021-08-01 — Present

Heartland Investment Advisors, LLC

Registered Investment Advisor

2009-12-01 — 2021-08-01

Everest

Co-Owner

2003-06-01 — 2005-12-01

Employer's Reinsurance

Claim's counsel

1995-01-01 — 2003-05-01

Fraser Stryker PC LLO

Associate

1991-06-01 — 1993-01-01

Skills

comprehensive wealth management financial planning investment management estate planning & trusts strategic tax planning retirement planning insurance risk management business owner services retirement services

Languages

English , English