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Matthew Walter Heatley

Creative Planning

Overland Park, KS

Urbandale, IA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2023-12-05
  • IA RA
    APPROVED
    Since 2023-12-05

Branch Locations

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

12100 Meredith Dr. Suite 200, Urbandale, IA 50323 • 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
Waddell & Reed Overland Park KS 08/2015 06/2018
Creative Planning Overland Park KS 06/2018 12/2023
Creative Planning, Llc Urbandale IA 12/2023 Present
  • 08/2015 → 06/2018
    Waddell & Reed
    Overland Park, KS
  • 06/2018 → 12/2023
    Creative Planning
    Overland Park, KS
  • 12/2023 → Present
    Creative Planning, Llc
    Urbandale, IA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-08-04
  • S65 Uniform Investment Adviser Law Examination
    2018-08-04
Designations

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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