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Mathew Shane Emmert

Creative Planning

Mt. Pleasant, SC

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
SC RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2022-01-12
  • SC RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2022-01-12

Branch Locations

950 Houston Northcutt Boulevard, Suite 101, Mt. Pleasant, SC 29464 • 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
Gambit Securities, Inc Mount Pleasant SC 04/2009 03/2020
Jbj Investment Partners, Llc Mt. Pleasant SC 03/2014 03/2022
Jbj Investment Partners, Llc Mt Pleasant SC 08/2015 03/2022
Creative Planning, Llc Mt. Pleasant SC 01/2022 Present
  • 04/2009 → 03/2020
    Gambit Securities, Inc
    Mount Pleasant, SC
  • 03/2014 → 03/2022
    Jbj Investment Partners, Llc
    Mt. Pleasant, SC
  • 08/2015 → 03/2022
    Jbj Investment Partners, Llc
    Mt Pleasant, SC
  • 01/2022 → Present
    Creative Planning, Llc
    Mt. Pleasant, SC
Previous Registrations
  • 2015-08-17 → 2022-03-24
    Jbj Investment Partners, Llc
    Charleston, SC
  • 2009-10-01 → 2020-09-22
    Gambit Securities, Inc.
    Charleston, SC
  • 2009-10-01 → 2009-12-31
    Gambit Securities, Inc.
    Charleston, SC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-07-13
  • S65 Uniform Investment Adviser Law Examination
    2009-07-13

View on SEC IAPD

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OCEANSIDE ADVISORS LLC
TRUIST ADVISORY SERVICES, INC.
CREATIVEONE WEALTH, LLC
BOWEN WEALTH
TIDEHAVEN WEALTH, LLC
OSAIC WEALTH, INC.

Other Investors

MICHAEL JOHN KREFT
CATHRYN A CATO
THOMAS A BROPHY
RAYMOND BENNETT FIRESTONE
Dane Depolo
ROBERT EDWARD PHILBECK
Patrick Joseph Gaul
Nicholas Glen Schilkey

Other Offices

PALMETTO COAST ADVISORS, INC. · MT. PLEASANT, SC
LPL FINANCIAL LLC · MT. PLEASANT, SC
OCEANSIDE ADVISORS LLC · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
CREATIVEONE WEALTH, LLC · Mount Pleasant, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC
TRUIST ADVISORY SERVICES, INC. · MOUNT PLEASANT, SC

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