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Inactive

Zachary Thomas Desmond

Creative Planning

Overland Park, KS

Bloomington, MN

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2025-05-21
  • MN RA
    APPROVED
    Since 2025-05-21

Branch Locations

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

3800 American Boulevard West, 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
OrganizationCityStateFromTo
Trademark Financial Management Bloomington MN 05/2020 05/2024
Ch Robinson Worldwide Eden Prairie MN 09/2018 05/2020
Golden Berg Law, Pllc Minneapolis MN 05/2017 08/2018
Us Senate St. Paul MN 01/2017 05/2017
University Of Minnesota Minneapolis MN 01/2014 01/2017
Mount Yale Capital Group Bloomington MN 04/2015 12/2016
Newedge Advisors, Llc. New Orleans LA 05/2024 05/2025
Creative Planning, Llc Bloomington MN 05/2025 Present
  • 05/2020 → 05/2024
    Trademark Financial Management
    Bloomington, MN
  • 09/2018 → 05/2020
    Ch Robinson Worldwide
    Eden Prairie, MN
  • 05/2017 → 08/2018
    Golden Berg Law, Pllc
    Minneapolis, MN
  • 01/2017 → 05/2017
    Us Senate
    St. Paul, MN
  • 01/2014 → 01/2017
    University Of Minnesota
    Minneapolis, MN
  • 04/2015 → 12/2016
    Mount Yale Capital Group
    Bloomington, MN
  • 05/2024 → 05/2025
    Newedge Advisors, Llc.
    New Orleans, LA
  • 05/2025 → Present
    Creative Planning, Llc
    Bloomington, MN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-06
  • S65 Uniform Investment Adviser Law Examination
    2021-02-06
Designations

View on SEC IAPD

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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

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