Inactive

Matthew Zolton

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Current Employers

Zolton Wealth

Olathe, KS • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2025-06-02
KS	RA	APPROVED	2025-05-09

TX RA
APPROVED_RES

Since 2025-06-02
KS RA
APPROVED

Since 2025-05-09

Branch Locations

Olathe, KS • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Charles Schwab & Co., Inc.	Overland Park	KS	12/2013	11/2019
Charles Schwab Bank	Overland Park	KS	12/2013	11/2019
Creative Planning, Inc.	Overland Park	KS	01/2021	02/2025
Unemployed	Olathe	KS	12/2019	12/2020
Enclave Planning Llc	Olathe	KS	03/2025	Present

12/2013 → 11/2019

Charles Schwab & Co., Inc.

Overland Park, KS
12/2013 → 11/2019

Charles Schwab Bank

Overland Park, KS
01/2021 → 02/2025

Creative Planning, Inc.

Overland Park, KS
12/2019 → 12/2020

Unemployed

Olathe, KS
03/2025 → Present

Enclave Planning Llc

Olathe, KS

Previous Registrations

2021-01-11 → 2025-02-26

Creative Planning

Overland Park, KS
2013-12-17 → 2019-12-10

Charles Schwab & Co., Inc.

Leawood, KS
2007-01-12 → 2013-12-04

Td Ameritrade, Inc.

Overland Park, KS
2007-01-12 → 2013-12-04

Td Ameritrade Investment Management, Llc

Overland Park, KS
2006-09-07 → 2007-04-12

Mml Investors Services, Llc

Leawood, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2006-01-16

S66 Uniform Combined State Law Examination

2006-01-16

Designations

View on SEC IAPD

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