Adam Donald Heathcote

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2023-08-28
MN	RA	APPROVED	2023-07-03

TX RA
APPROVED

Since 2023-08-28
MN RA
APPROVED

Since 2023-07-03

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

3800 American Blvd Suite 1000, Bloomington, MN 55431 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Bergankdv Wealth Management	St. Cloud	MN	04/2011	06/2023
Valmark Securities, Inc.	Akron	OH	06/2011	10/2018
Creative Planning, Llc	Bloomington	MN	07/2023	Present

04/2011 → 06/2023

Bergankdv Wealth Management

St. Cloud, MN
06/2011 → 10/2018

Valmark Securities, Inc.

Akron, OH
07/2023 → Present

Creative Planning, Llc

Bloomington, MN

Previous Registrations

2013-12-10 → 2023-09-25

Bergankdv Wealth Management, Llc

Bloomington, MN

St. Cloud, MN

Other Businesses

OFFICIATING; 235 GLACIER AVE., SARTELL, MN 56377; NOT INVESTMENT RELATED; STARTED 01/01/2005; NO CLIENT INVOLVEMENT; 15 HOURS PER MONTH, 0-1 DURING TRADING HOURS; OFFICATE HIGH SCHOOL AND COLLEGE FOOTBALL AND BASKETBALL; PAID FLAT RATE PER GAME AS AN INDEPENDENT CONTRACTOR

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2005-01-14

S63 Uniform Securities Agent State Law Examination

2005-01-14

Designations

View on SEC IAPD

Current Employers

Creative Planning

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Firms

Other Investors

Other Offices

Reviews