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Matthew Powell Koelsch

Creative Planning

Bloomington, MN

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-02-18
  • MN RA
    APPROVED
    Since 2025-02-18

Branch Locations

3800 American Boulevard West, Suite 1000, Bloomington, MN 55431 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. - Pitz & Associates Chanhassen MN 06/2013 11/2022
Unemployed St. Louis Park MN 11/2022 03/2023
Kowalski Financial, Inc. Minneapolis MN 03/2023 12/2024
Creative Planning, Llc Bloomington MN 02/2025 Present
  • 06/2013 → 11/2022
    Ameriprise Financial Services, Inc. - Pitz & Associates
    Chanhassen, MN
  • 11/2022 → 03/2023
    Unemployed
    St. Louis Park, MN
  • 03/2023 → 12/2024
    Kowalski Financial, Inc.
    Minneapolis, MN
  • 02/2025 → Present
    Creative Planning, Llc
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-08-19
S63 Uniform Securities Agent State Law Examination 2013-07-25
  • S66 Uniform Combined State Law Examination
    2013-08-19
  • S63 Uniform Securities Agent State Law Examination
    2013-07-25
Designations

View on SEC IAPD

Other Firms

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JNBA FINANCIAL ADVISORS, LLC
DEVENIR INVESTMENT ADVISORS, LLC
REDHAWK WEALTH ADVISORS, INC.
WELLS FARGO CLEARING SERVICES, LLC
UBS FINANCIAL SERVICES INC.
ELEVATION POINT WEALTH PARTNERS, LLC
OSAIC WEALTH, INC.

Other Investors

CARL ROBERT LYMANGOOD
CAMIE MOEN QUIGLEY
DEANNA KAY RENS
BIXBY TYLER GILBERTSON
CADE JOHNSON
THOMAS HARWELL JENKINS
BREANNA RUTH JENSEN
BRIDGET ELLEN WILTSE

Other Offices

PETROS FAMILY WEALTH, LLC · BLOOMINGTON, MN
JNBA FINANCIAL ADVISORS, LLC · BLOOMINGTON, MN
DEVENIR INVESTMENT ADVISORS, LLC · BLOOMINGTON, MN
REDHAWK WEALTH ADVISORS, INC. · MINNEAPOLIS, MN
WELLS FARGO CLEARING SERVICES, LLC · BLOOMINGTON, MN
UBS FINANCIAL SERVICES INC. · BLOOMINGTON, MN
ELEVATION POINT WEALTH PARTNERS, LLC · Minneapolis, MN
OSAIC WEALTH, INC. · BLOOMINGTON, MN

More in Bloomington, MN

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