Creative Planning
Samuel Kruschel is an accomplished financial professional with extensive experience in wealth management and financial planning. Currently serving as a Partner and Private Wealth Manager at Creative Planning LLC since December 2017, Samuel previously held positions at MassMutual Financial Group as a Financial Planner and at Morgan Stanley as a Financial Advisor. Samuel's early career includes roles as a Financial Consultant at Wells Fargo Advisors, LLC and a Compliance Officer at US Bancorp Fund Services, LLC. Additionally, Samuel contributed to academia as an Adjunct Professor at both Wisconsin Lutheran College and the University of Wisconsin Milwaukee, teaching courses in Financial Management and International Investments, respectively. Samuel holds an MBA in Finance from the Lubar College of Business and a BBA in Finance from the University of Wisconsin-Whitewater.
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Creative Planning
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Welcome to Creative Planning. We are focused on providing clients with customized investment plans and comprehensive wealth management services.