Matthew Joseph Pitzer

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 12/2017
  Us Bank Private Wealth Management
  Cincinnati, OH
• 01/2018 → 07/2020
  Lenox Wealth Management
  Cincinnati, OH
• 07/2020 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2019-03-21 → 2020-08-20
  Lenox Wealth Management, Inc.
  Cincinnati, OH

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-01

Designations

• Certified Financial Planner

Other Names

• Matt Joseph Pitzer