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Inactive

Matthew K Elsenbeck

Creative Planning

Southborough, MA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2022-07-06
TX RA APPROVED 2022-06-02
  • MA RA
    APPROVED
    Since 2022-07-06
  • TX RA
    APPROVED
    Since 2022-06-02

Branch Locations

118 Turnpike Road Suite 300, Southborough, MA 01772 • 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
OrganizationCityStateFromTo
Ferris Capital, Llc Marlborough MA 10/2012 05/2022
Creative Planning, Llc Southborough MA 05/2022 Present
  • 10/2012 → 05/2022
    Ferris Capital, Llc
    Marlborough, MA
  • 05/2022 → Present
    Creative Planning, Llc
    Southborough, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-30
  • S66 Uniform Combined State Law Examination
    2008-10-30
Other Names
  • Matt Elsenbeck

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
FOCUS PARTNERS WEALTH, LLC
LIVELIFE CAPITAL PARTNERS LLC
BORTOLUSSI WEALTH MANAGEMENT, INC.
FITTS FINANCIAL
FINANCIAL FOUNDATIONS, INC.
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC

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MICHELLE VALANTE BEAUSEJOUR
DAVID JOHN MINGORI
MARK RALPH MCMANUS
DEMETRA J MOORE

Other Offices

MML INVESTORS SERVICES, LLC · SOUTHBOROUGH, MA
FOCUS PARTNERS WEALTH, LLC · Southborough, MA
LIVELIFE CAPITAL PARTNERS LLC · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · SOUTHBOROUGH, MA
FITTS FINANCIAL · SOUTHBOROUGH, MA
BORTOLUSSI WEALTH MANAGEMENT, INC. · Southborough, MA
FINANCIAL FOUNDATIONS, INC. · SOUTHBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Southborough, MA

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