Clintsman Financial Planning

Description

Address: 660 N Carroll Ave #140, Southlake, TX 76092 Hours: Closes soon: 5:30PM ⋅ Opens 8:30AM Mon Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (817) 410-8200Category: : : : : Website: : Place name: : Website: http://www.clintsmanfinancialplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clintsman Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review

Clintsman Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Clintsman Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Clintsman Financial Planning Salaries. You can even request information on how much does Clintsman Financial Planning pay if you want to. Learn about salaries, pros and cons of working for Clintsman Financial Planning directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

11 Clintsman Financial Planning employees in database. Find out everything there's to know about Clintsman Financial Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Clintsman Financial Planning Employees

Employee
Years
Job
Industry
Shantel Cloud Shantel Cloud Dallas/Fort Worth Area Details
Shantel Cloud's Clintsman Financial Planning Experience October 2013 - Present
Job Client Service Administrator at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   October 2013 - Present
Atlas Wealth Advisors   March 2011 - September 2013
The PFE Group   June 2010 - February 2011
United Capital Finanical Partners, Inc  July 2009 - February 2011

Skills
Investments, Securities, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Asset Management, Retirement, Portfolio Management, Estate Planning, Asset Allocation, Series 7, Mutual Funds, FINRA, Investment Advisory, Investment Strategies, Financial Planners, Series 63, Investment Management, Alternative Investments, 401k, Financial Planning

Education
Texas Tech University   2008 — 2010
M.S., Personal Financial Planning

Texas Tech University   2004 — 2008
B.A., Mathematics & Statistics

Jaime Ellis Jaime Ellis Dallas/Fort Worth Area Details
Jaime Ellis's Clintsman Financial Planning Experience December 2013 - Present
Job Office Manager at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   December 2013 - Present
Clintsman Financial Planning   February 2012 - December 2013
Glaucoma Consultants of Texas   August 2011 - December 2011
MaxHealth Family Medicine   2001 - 2011
MaxHealth Family Medicine   2000 - 2001
MaxHealth Family Medicine   1999 - 2000
PrimaCare Medical Centers  1998 - 1999
PrimaCare Medical Centers  1997 - 1998

Skills
Process Improvement, Team Building, Benefits Administration, Team Leadership, Recruiting, Customer Service, Outlook, Microsoft Word, Employee Relations, Vendor Management, Management, Project Management, Microsoft Office, Accounts Receivable, Insurance, Employee Training, Business Analysis, Microsoft Excel, Leadership, Risk Management

Education
The University of Texas at Arlington   1996 — 2001
Bachelor of Business Administration, Management

Bryan Clintsman, CFP® Bryan Clintsman, CFP® Southlake, Texas Details
Bryan Clintsman, CFP®'s Clintsman Financial Planning Experience April 2002 - Present
Job Owner Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   April 2002 - Present
Arthur Andersen  June 1988 - April 2005
GuidedChoice   April 2000 - March 2002
Ernst & Young  April 1995 - March 2000

Skills
Financial Planners, Wealth, Estate Planning, Strategic Financial..., Retirement Planning, Investments, Investment Advisory, Small Business, Tax Advisory

Education
University of North Texas   1983 — 1988
Master of Science (MS), Taxation

University of Kansas   1982 — 1983

Dan Mauck, CFP® Dan Mauck, CFP® Southlake, Texas Details
Dan Mauck, CFP®'s Clintsman Financial Planning Experience February 2004 - Present
Job Senior Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   February 2004 - Present
Texas Tech PFP Alumni Advisory Board   November 2011 - Present
Financial Planning Association of Dallas/Ft. Worth   January 2014 - December 2014
Financial Planning Association of Dallas/Ft. Worth   January 2013 - December 2013
Financial Planning Association of Dallas/Ft. Worth   January 2012 - December 2012
Financial Planning Association of Dallas/Ft. Worth   January 2010 - December 2011
KPMG LLP  May 2002 - February 2004
Arthur Andersen LLP  January 1997 - May 2002
Asset Management Advisors   April 1995 - April 1996
Evensky Brown & Katz   June 1994 - July 1994

Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Planners, Financial Advisory, Wealth Management, Investment Advisory, Financial Analysis, Investments, Retirement, Asset Allocation, Investment Management, Financial Planning, Mutual Funds, Asset Management, Wealth, Wealth Management..., Investment Strategies, Finance, Portfolio Management, High Net Worth..., Financial Goals, Personal Financial...

Education
Texas Tech University   1993 — 1994
BS, Family Financial Planning

Texas Tech University   1989 — 1993
BS, Agricultural Economics

Zach Reyes, CFP® Zach Reyes, CFP® Dallas/Fort Worth Area Details
Zach Reyes, CFP®'s Clintsman Financial Planning Experience January 2015 - Present
Job Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   January 2015 - Present
Clintsman Financial Planning   January 2012 - December 2014
TD Ameritrade  February 2011 - February 2011

Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Financial Planners, Financial Analysis, Risk Management, Financial Advisory, Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Cash Flow Planning, Investment Management, Investment Strategies, Investment Advisory, Portfolio Management, Finance, Retirement

Education
Texas Tech University   2009 — 2011
Master's Degree, Personal Financial Planning

Angelo State University   2004 — 2007
Bachelor of Science, Kinesiology, Magna Cum Laude

Kyle Imhof, CFP® Kyle Imhof, CFP® Southlake, Texas Details
Kyle Imhof, CFP®'s Clintsman Financial Planning Experience January 2015 - Present
Job Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   January 2015 - Present
Clintsman Financial Planning   January 2012 - December 2014
Texas Tech University  August 2011 - December 2011
Smooth Fusion Inc   March 2009 - November 2011

Skills
Financial Planning, Investment Advisory, Financial Markets, Management, Public Speaking, Strategic Financial..., Financial Analysis, Insurance, Analysis, Estate Planning, Retirement, Portfolio Management, Financial Advisory, Microsoft Excel, Holistic Financial..., Retirement Planning, Investments, Financial Planners, Leadership, Mutual Funds, Training, Wealth Management, Asset Allocation

Education
Texas Tech University   2009 — 2011
MS, Personal Financial Planning

Texas Tech University - Rawls College of Business   2006 — 2009
BBA, Management

Mandy Sessler, CFP® Mandy Sessler, CFP® Southlake, Texas Details
Mandy Sessler, CFP®'s Clintsman Financial Planning Experience March 2006 - Present
Job Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
Clintsman Financial Planning   March 2006 - Present

Skills
Financial Planners, Strategic Financial..., Estate Planning, Personal Finance, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Financial Advisory, Wealth Management..., Wealth Management

Education
Texas Tech University   2001 — 2005
Bachelor of Science (B.S.), Personal Financial Planning

Randall Crimmings, CFP® Randall Crimmings, CFP® Dallas/Fort Worth Area Details
Randall Crimmings, CFP®'s Clintsman Financial Planning Experience July 2008 - Present
Job Financial Advisor at Clintsman Financial Planning
Industry Financial Services
Experience
The Gregg Pearson Foundation Inc.   June 2011 - Present
Clintsman Financial Planning   July 2008 - Present

Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Financial Planners, Retirement, Asset Allocation, Financial Planning, Portfolio Management

Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General