Jonathan Knapp
About Jonathan Knapp
Jonathan Knapp serves as the Chief Operating Officer at Creative Planning Inc. since 2018, bringing extensive experience in financial planning and wealth management.
Work at Creative Planning
Jonathan Knapp has served as Chief Operating Officer at Creative Planning Inc. since 2018. In this role, he oversees operations at the company's Overland Park, Kansas location. Prior to his current position, he held the title of Director of Financial Planning from 2016 to 2018 and worked as a Financial Planner from 2014 to 2016. His tenure at Creative Planning has contributed to the firm's comprehensive wealth management services.
Education and Expertise
Jonathan Knapp earned a Master's Degree in Finance and Wealth Management from the University of Missouri-Kansas City, completing his studies from 2011 to 2014. He also holds an MBA in Finance from the same institution, which he obtained between 2008 and 2011. His expertise includes charitable planning and retirement plan consulting, which are integral to Creative Planning's service offerings.
Background
Jonathan Knapp has a background in financial planning and management. He began his career at Creative Planning as a Financial Planner, where he worked for two years before advancing to the Director of Financial Planning role. His experience spans various aspects of wealth management, contributing to his current leadership position.
Achievements
As of December 31, 2022, Jonathan Knapp played a key role in managing over $210 billion in combined assets under management and advisement at Creative Planning. His leadership and expertise in financial planning have significantly impacted the firm's operations and client services.