Best Investors Account Sign in
Inactive

Matthew Platt

Creative Planning

Overland Park, KS

Meridian, ID

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-06-20
  • ID RA
    APPROVED
    Since 2024-06-20

Branch Locations

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

Meridian, ID • 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
Td Ameritrade Omaha NE 06/2016 05/2020
Edward Jones Investments Boise ID 05/2020 06/2024
Creative Planning, Llc Overland Park KS 06/2024 Present
  • 06/2016 → 05/2020
    Td Ameritrade
    Omaha, NE
  • 05/2020 → 06/2024
    Edward Jones Investments
    Boise, ID
  • 06/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2020-05-15 → 2024-06-12
    Edward Jones
    Boise, ID
    Meridian, ID
  • 2018-05-25 → 2020-05-27
    Td Ameritrade, Inc.
    Omaha, NE
    Omaha, NE
    Boise, ID
    Boise, ID
  • 2018-05-25 → 2020-05-27
    Td Ameritrade Investment Management, Llc
    Boise, ID
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-05-24
S63 Uniform Securities Agent State Law Examination 2016-08-16
  • S66 Uniform Combined State Law Examination
    2018-05-24
  • S63 Uniform Securities Agent State Law Examination
    2016-08-16
Designations
Other Names
  • Matthew Platt
  • Matthew I Platt

View on SEC IAPD

Other Firms

MARINER
MARINER INDEPENDENT
MARINER WEALTH
MARINER
PCG WEALTH MANAGEMENT
MARINER ADVISOR NETWORK
ASPEN PRIVATE CREDIT MANAGER, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

ALANA DENNEY SCOTT
MARK RICHARD VLASIC
MATTHEW DOUGLAS FISHER
LISA BRINIG
KATRINA DELORES RADENBERG
JAMES KENNETH VIERS
DEANN MICHELE ELMORE
BRETT CHRISTOPHER KUNSHEK

Other Offices

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

More in Overland Park, KS

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor