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Bryan O'Dell
Portefeuillebeheerder-Aandelen bij
Creative Planning LLC
Profiel
Mr. Bryan J.
O'Dell is a Managing Director & Partner at Creative Planning LLC.
He works directly with clients to understand their needs and concerns in order to develop and implement customized financial planning strategies.
This tailored approach covers wealth management issues in the areas of investment, tax, estate planning, retirement, and charitable planning.
He has served as Vice President, Senior Account Executive and was elected as a member of the company’s North Central Leadership team.
He received his undergraduate degree from the University of Wisconsin.
Actieve functies van Bryan O'Dell
| Bedrijven | Functie | Begin |
|---|---|---|
Creative Planning LLC
 Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Portefeuillebeheerder-Aandelen | 01-04-2012 |
Opleiding van Bryan O'Dell
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| Bedrijven in privébezit | 2 |
|---|---|
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning uses cyclical and fundamental analysis in formulating investment advice. The firm allocates the client’s portfolio in such a manner that balances their long-term growth needs with enough stability and security for the short-term to prosper in any market conditions. They look for investments that are low-cost, transparent, tax-efficient, generally pay income, and have the highest probability of being the best performing asset in the space, avoiding assets that are likely to underperform due to high costs or tax inefficiency, such as hedge funds or annuities. | Finance |
