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Cfp Mckenna Girtz

Creative Planning provides comprehensive wealth management services including investment management,...
Milwaukee, Wisconsin, United States

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Work Experience

Creative Planning

Wealth Manager

2022-10-01 00:00:00 - Present

Wipfli Financial Advisors

Financial Advisor

2019-10-01 00:00:00 - 2022-10-01 00:00:00

Hewins Financial

Financial Advisory Intern

2016-01-01 00:00:00 - 2017-05-01 00:00:00

Alpha Xi Delta

Recruitment Secretary & Chapter Member

2014-01-01 00:00:00 - 2017-05-01 00:00:00

Marquette University Lalumiere Hall

Clerical Assistant

2014-08-01 00:00:00 - 2015-12-01 00:00:00

City On A Hill

Volunteer

2014-09-01 00:00:00 - 2014-12-01 00:00:00

Skills

No Skills Available

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