Best Investors Account Sign in
Inactive

Matthew John Hoesch

Creative Planning

Overland Park, KS

Rockville, MD

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-01-10
  • MD RA
    APPROVED
    Since 2025-01-10

Branch Locations

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

Rockville, MD • 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
Lockton Financial Advisors, Llc Washington DC 08/2015 12/2021
Lockton Companies, Llc Washington DC 08/2015 12/2021
Lockton Investment Advisors, Llc Kansas City MO 12/2015 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 08/2015 → 12/2021
    Lockton Financial Advisors, Llc
    Washington, DC
  • 08/2015 → 12/2021
    Lockton Companies, Llc
    Washington, DC
  • 12/2015 → 12/2021
    Lockton Investment Advisors, Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-18
S63 Uniform Securities Agent State Law Examination 2006-04-25
  • S66 Uniform Combined State Law Examination
    2016-03-18
  • S63 Uniform Securities Agent State Law Examination
    2006-04-25

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