Dylan A. Aldrich, Aams®, Cmfc®
About Dylan A. Aldrich, Aams®, Cmfc®
Dylan A. Aldrich is a Senior Investment Manager and Team Manager at Creative Planning, specializing in wealth management for high net worth clients. He holds a dual degree in Finance & Banking and Commercial Real Estate Investing from the University of Missouri-Columbia and has earned the AAMS® and CMFC® designations.
Current Role at Creative Planning
Dylan A. Aldrich serves as a Senior Investment Manager and Team Manager at Creative Planning. He has held this position since 2022, contributing to the firm's wealth management services in the Kansas City, Missouri Area. In this role, he specializes in providing comprehensive wealth management solutions tailored to high net worth clients.
Previous Experience at Creative Planning
Prior to his current role, Dylan A. Aldrich worked at Creative Planning as a Senior Investment Manager from 2019 to 2022. He initially joined the firm as an Investment Manager from 2017 to 2019, both positions located in the Kansas City, Missouri Area. His tenure at Creative Planning reflects a consistent focus on investment management.
Professional Background at American Century Investments
Dylan A. Aldrich worked at American Century Investments as an Investment Performance Analyst from 2011 to 2017. This role involved analyzing investment performance metrics and contributing to the firm's investment strategies. His experience at American Century Investments provided a solid foundation for his subsequent roles in wealth management.
Education and Credentials
Dylan A. Aldrich earned a Bachelor of Science in Business Administration (BSBA) with a dual major in Finance & Banking and Commercial Real Estate Investing, along with a minor in Spanish, from the University of Missouri-Columbia. He studied there from 2004 to 2009. Additionally, he holds the AAMS® (Accredited Asset Management Specialist) and CMFC® (Chartered Mutual Fund Counselor) designations, highlighting his expertise in asset management and mutual funds.
Specializations and Expertise
Dylan A. Aldrich specializes in providing comprehensive wealth management services, particularly for high net worth clients. His areas of expertise include business succession planning and risk management. He works in a firm that manages over $220 billion in assets for clients across all 50 states, reflecting a significant level of responsibility and expertise in the financial services industry.