Creative Planning
- Jake Mongler
JM
Jake Mongler
Global Wealth Manager at Creative Planning
Jake Mongler, with an MBA and CFP® certification, has extensive experience in various roles at Phillips 66 and ConocoPhillips. Currently working as a Global Wealth Manager at both Creative Planning LLC and Thun Financial Advisors, specializing in international investment management and financial planning.Graduated from the University of Illinois Urbana-Champaign with an MBA and the University of Missouri-Columbia with a Bachelor's Degree in Chemical Engineering.
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Timeline
Global Wealth Manager
2020 - present