Randy Hallier
About Randy Hallier
Randy Hallier serves as the Managing Director at Creative Planning, where he has worked since 2009. He specializes in business succession planning and risk management, contributing to the firm's recognition as the top independent wealth management firm in America by Barron’s in 2017.
Work at Creative Planning
Randy Hallier serves as the Managing Director at Creative Planning, a position he has held since 2017. He has been a part of the organization since 2009, working as a Wealth Manager for 15 years. His responsibilities include managing client portfolios and providing tailored financial advice. Creative Planning is recognized for its comprehensive wealth management services and has been acknowledged as the #1 Independent Wealth Management Firm in America by Barron’s in 2017. Hallier operates primarily in Leawood, Kansas, and the Gulf Coast of Florida, contributing to the firm’s management of over $49.4 billion in assets for clients across all 50 states.
Education and Expertise
Randy Hallier studied at the University of Missouri-Kansas City, where he gained foundational knowledge that supports his career in wealth management. He possesses expertise in business succession planning and risk management, areas critical for clients seeking to secure their financial futures. His educational background and specialized skills enable him to provide informed strategies and solutions tailored to individual client needs.
Background
Randy Hallier has built a significant career in wealth management, beginning his tenure at Creative Planning in 2009. Over the years, he has developed a strong understanding of the financial landscape, particularly in the Gulf Coast Florida region. His role has evolved from Wealth Manager to Managing Director, reflecting his commitment to client service and leadership within the firm.
Achievements
During his time at Creative Planning, Randy Hallier has contributed to the firm’s recognition as a leading independent wealth management firm. The firm was named the #1 Independent Wealth Management Firm in America by Barron’s in 2017, highlighting the collective efforts of the team, including Hallier's contributions. His focus on business succession planning and risk management has positioned him as a knowledgeable resource for clients navigating complex financial decisions.