Profiel
Rinar Stewart Erickson worked as a Wealth Manager at Creative Planning LLC from 2015 to 2021.
Prior to this, he obtained an undergraduate degree from the University of Utah in 2000.
Eerdere bekende functies van Rinar Stewart Erickson
| Bedrijven | Functie | Einde |
|---|---|---|
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 | 01-04-2021 |
Opleiding van Rinar Stewart Erickson
Ervaring
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Beursgenoteerde bedrijven
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| Bedrijven in privébezit | 2 |
|---|---|
University of Utah
University of Utah 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 |
















