Benjamin Andrew Madtes

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:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
VA	RA	APPROVED	2024-12-12

VA RA
APPROVED

Since 2024-12-12

Branch Locations

Goldvein, VA • 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

Organization	City	State	From	To
Creative Planning, Llc	Overland Park	KS	03/2023	Present
Unemployed	Alexandria	VA	02/2022	03/2023
Bernhardt Wealth Management	Mclean	VA	12/2020	02/2022
Bernhardt Wealth Management	Mclean	VA	03/2019	12/2020
Unemployed	Alexandria	VA	06/2017	02/2019
Marriott International	Charleston	SC	10/2016	05/2017
Delhaize America	Charleston	SC	09/2013	10/2016

03/2023 → Present

Creative Planning, Llc

Overland Park, KS
02/2022 → 03/2023

Unemployed

Alexandria, VA
12/2020 → 02/2022

Bernhardt Wealth Management

Mclean, VA
03/2019 → 12/2020

Bernhardt Wealth Management

Mclean, VA
06/2017 → 02/2019

Unemployed

Alexandria, VA
10/2016 → 05/2017

Marriott International

Charleston, SC
09/2013 → 10/2016

Delhaize America

Charleston, SC

Other Businesses

Airbnb; Not investment related; 420 Stanton Place, Alexandria, VA 22304; Hospitality; Host; Start 5/2022; Number of hours per month: 4 ; Number of hours per month during securities trading hours: 0 ; Hosting

Designations

Certified Financial Planner

View on SEC IAPD