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Creative Planning, formerly BerganKDV

  • Finance/Accountants
  • Business Services/Consultants
  • Finance/Payroll Services
  • Finance/Tax Services
12100 Meredith Dr., Ste. 200
Urbandale, IA 50322
(515) 727-5700
Hours:
Monday - Friday: 8:00 am - 5:00 pm
  • About

    From our humble beginning as trusted business advisory firm, we have expanded and adapted to now offer business planning & consulting, tax, audit & accounting, technology & wealth management services.

  • Whom to Contact

    • Josh Mann
      Audit Shareholder
      Phone: (515) 727-5700
    • Scott Meeker
      Business Manager
      Phone: (515) 697-4529
    • Joanna Sorber
      Administrative Assistant
      Phone: (515) 727-5700
    • Adam Tillman
      Market Leader
      12100 Meredith Dr., Ste. 200
      Urbandale, IA 50322
      Phone: (515) 727-5700
    • Sailu Timbo
      DEI Officer
      Phone: (515) 727-5700
    • Jana Wegner
      Senior Accountant
      Phone: (515) 727-5700