Andrew Shearer
Gestionnaire de Portefeuille-Actions chez Creative Planning LLC
Provenance du réseau au premier degré de Andrew Shearer
Entité | Type d'entité | Industrie | |
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Creative Planning LLC
Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.
83
| Holding Company | Investment Managers | 83 |
Kansas State University
37
| College/University | Other Consumer Services | 37 |
Graphique Sociétés connectées au second degré
Relation dans plusieurs entreprises
Sociétés connectées à Andrew Shearer via son réseau personnel
Société | Secteur | Personnes liées | Poste principal |
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INTRUST Financial Corp.
INTRUST Financial Corp. Financial ConglomeratesFinance INTRUST Financial Corp. operates as a bank holding company. The firm owns and operates through INTRUST Bank. It offers wealth management services such as securities brokerage, mutual funds and various insurance and investment products. The company was founded in 1876 and is headquartered in Wichita, KS. | Financial Conglomerates | Director/Board Member | |
Kornitzer Capital Management, Inc.
Kornitzer Capital Management, Inc. Investment ManagersFinance Kornitzer Capital Management Inc. (KCM) is an independent, SEC-registered investment advisor headquartered in Shawnee Mission, Kansas. The firm was founded by John Kornitzer in 1989. KCM provides advice as an investment adviser or as a sub-adviser to individuals and institutions and act as the investment adviser to the Buffalo Funds. | Investment Managers | Corporate Officer/Principal | |
United Services Automobile Association
United Services Automobile Association Miscellaneous Commercial ServicesCommercial Services United Services Automobile Association provides insurance, banking and investment services. Its products include renters insurance, flood and life insurance, checking savings accounts, certificate of deposits, stocks and options, USAA mutual funds, USAA 529 savings plan, mortgages, and individual retirement account. The company was founded in 1922 and is headquartered in San Antonio, TX. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Mariner LLC
Mariner LLC Investment ManagersFinance Mariner LLC, do-business-as Mariner Wealth Advisors (MWA), is a SEC-registered investment advisor headquartered in Overland Park, Kansas with various locations throughout the country. The firm was founded in 2006 by Martin Bicknell, Bruce Kuzmin, Jenika Cook and Sherri Hazell. They are wholly-owned by Mariner Wealth Advisors LLC (formerly known as Mariner Holdings LLC). MWA provides investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Investment Managers | Founder Chief Investment Officer | |
DeMarche Associates, Inc.
DeMarche Associates, Inc. Investment ManagersFinance DeMarche Associates, Inc. provides investment advice. The private company is based in Overland Park, KS. | Investment Managers | Corporate Officer/Principal | |
E*TRADE Capital Management LLC
E*TRADE Capital Management LLC Investment ManagersFinance E*TRADE Capital Management LLC (ETCM) is an SEC-registered investment advisor headquartered in Arlington, Virginia. The firm was founded in 1996 and is a subsidiary of ETCM Holdings LLC, which is ultimately owned by Morgan Stanley (NYSE: MS). ETCM provides investment advisory services through wrap fee programs primarily to individual retail investors. | Investment Managers | Corporate Officer/Principal | |
Michigan State University | College/University | Masters Business Admin Undergraduate Degree | |
Rockhurst University | College/University | Masters Business Admin Undergraduate Degree Masters Business Admin Undergraduate Degree Masters Business Admin | |
University of Missouri | College/University | Undergraduate Degree Undergraduate Degree Graduate Degree Undergraduate Degree | |
University of Utah | College/University | Undergraduate Degree Graduate Degree | |
University of California, Los Angeles | College/University | Undergraduate Degree Undergraduate Degree | |
Arizona State University | College/University | Masters Business Admin | |
Baylor University | College/University | Undergraduate Degree Undergraduate Degree | |
Charter Oak State College | College/University | Undergraduate Degree | |
Clemson University | College/University | Undergraduate Degree | |
Eastern Connecticut State University | College/University | Undergraduate Degree Undergraduate Degree | |
Guilford College | College/University | Undergraduate Degree | |
Stetson University | College/University | Undergraduate Degree | |
Regis University | College/University | Undergraduate Degree Undergraduate Degree | |
University of Wisconsin | College/University | Undergraduate Degree | |
Missouri State University | College/University | Undergraduate Degree Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
University of Dallas | College/University | Masters Business Admin Masters Business Admin | |
University of Illinois | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
University of Kansas | College/University | Graduate Degree Graduate Degree Masters Business Admin Graduate Degree | |
University of Minnesota
University of Minnesota Other Consumer ServicesConsumer Services Digi-Key Corp. distributes electronic components. It also distributes semiconductors, discrete, electromechanical parts. Its products include audio products, batteries, cable assemblies, capacitors, computer & video accessories, connectors, crystals & oscillators, discrete semiconductor products and many more. The company was founded by Ronald A. Stordahl in 1972 and is headquartered in Thief River Falls, MN. | College/University | Graduate Degree Undergraduate Degree | |
University of Phoenix | College/University | Undergraduate Degree Undergraduate Degree | |
Western Carolina University | College/University | Undergraduate Degree | |
Westminster College (Utah) | College/University | Undergraduate Degree Masters Business Admin | |
The American Institute of Baking
The American Institute of Baking Miscellaneous Commercial ServicesCommercial Services The American Institute of Baking is a non-profit organization which provides education and research services for bakers and food processors. It offers baking applications, foundations, and specializations; food defense, building and equipment design, GMP and sanitation training, distance learning, online training, and food labeling training. The organization was founded in 1919 and is headquartered in Manhattan, KS. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
FIAM LLC
FIAM LLC Investment ManagersFinance FIAM LLC (do-business-as Fidelity Institutional Asset Management) is a SEC-registered investment advisor headquartered in Smithfield, Rhode Island. The firm was founded in 2006 and formerly known as Pyramis Global Advisors LLC. They are wholly-owned by FIAM Holdings LLC, which in turn is owned by FMR LLC, aka Fidelity Investments. FIAM provides discretionary investment management services to institutional accounts. They also sub-advice funds or accounts for affiliated advisers and unaffiliated advisers. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
Kansas Bioscience Authority LLC
Kansas Bioscience Authority LLC Financial ConglomeratesFinance Kansas Bioscience Authority LLC operates as a venture investor. It invests its own funds, attracts co-investors, manages its portfolio companies, and calls on its network of partners and experts to generate a return on and of invested capital. The firm focuses on agribusiness, animal health, human health, and life sciences technology sectors. The company was founded in 2004 and is headquartered in Olathe, KS. | Financial Conglomerates | Chief Executive Officer | |
Kansas City University of Medicine & Biosciences | College/University | Director/Board Member | |
United Way of Greater Kansas City, Inc.
United Way of Greater Kansas City, Inc. Miscellaneous Commercial ServicesCommercial Services United Way of Greater Kansas City, Inc. provides education, health, and social services. It specializes in child care, academic assistance, and family support. The company was founded in 1918 and is headquartered in Kansas City, MO. | Miscellaneous Commercial Services | Director/Board Member | |
Evergreen Investments & Management LLC
Evergreen Investments & Management LLC Investment ManagersFinance Evergreen Investments & Management LLC is a venture capital firm founded in 1997 by Terry G. Bryant and Doug Smith. The firm is headquartered in Brentwood, Tennessee. | Investment Managers | Corporate Officer/Principal | |
University of Missouri-Kansas City | College/University | Graduate Degree Masters Business Admin Undergraduate Degree Undergraduate Degree Masters Business Admin | |
Stephen M. Ross School of Business | College/University | Masters Business Admin | |
University of California | College/University | Undergraduate Degree Undergraduate Degree | |
Fulcrum Global Capital LLC
Fulcrum Global Capital LLC Investment ManagersFinance Fulcrum Global Capital LLC (Fulcrum Global Capital) is an venture capital firm founded in 2016 by Keith Harrington and John Peryam. The firm is headquartered in Shawnee, Kansas. | Investment Managers | Director of Finance/CFO | |
P&P Optica, Inc.
P&P Optica, Inc. Industrial MachineryProducer Manufacturing P&P Optica, Inc. as a spectroscopy research company, which develops a solution for assessing and sorting food in-line and in real time. It improves the quality and safety of food produced in a processing plant, and optimizes the plant’s production at the same time. The company is headquartered in Waterloo, Canada. | Industrial Machinery | Director/Board Member | |
WeedOUT Ltd.
WeedOUT Ltd. Chemicals: AgriculturalProcess Industries WeedOUT Ltd. is an Israeli company that focuses on exploiting sterility against resistant weeds. The company is based in Ness Ziona, Israel. Orly Noivirt-Brik, Efrat Lidor Nili has been the CEOs since 2016. The company was founded in 2016 by Orly Noivirt-Brik, Efrat Lidor Nili. | Chemicals: Agricultural | Director/Board Member | |
University Of Missouri School of Law | College/University | Graduate Degree |
Statistiques
Internationale
Etats-Unis | 48 |
Canada | 2 |
Israël | 2 |
Sectorielle
Consumer Services | 30 |
Finance | 15 |
Commercial Services | 4 |
Producer Manufacturing | 2 |
Process Industries | 2 |
Opérationnelle
Undergraduate Degree | 93 |
Portfolio Manager-Equities | 85 |
Corporate Officer/Principal | 52 |
Director/Board Member | 29 |
Masters Business Admin | 24 |
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