Best Investors Account Sign in
Inactive

Benjamin Robert Meyers

Creative Planning

Overland Park, KS

Rogers, MN

Claim This Profile
Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-06-15
  • MN RA
    APPROVED
    Since 2026-06-15

Branch Locations

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

Rogers, MN • 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
Wipfli Financial Advisors, Llc Minneapolis MN 06/2021 09/2022
Wipfli Financial Advisors, Llc Minneapolis MN 01/2021 05/2021
University Of Minnesota - Duluth Duluth MN 08/2017 05/2021
Elk River High School Elk River MN 09/2013 06/2017
Creative Planning, Llc Minneapolis MN 10/2022 Present
  • 06/2021 → 09/2022
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 01/2021 → 05/2021
    Wipfli Financial Advisors, Llc
    Minneapolis, MN
  • 08/2017 → 05/2021
    University Of Minnesota - Duluth
    Duluth, MN
  • 09/2013 → 06/2017
    Elk River High School
    Elk River, MN
  • 10/2022 → Present
    Creative Planning, Llc
    Minneapolis, MN
Previous Registrations
  • 2021-10-04 → 2022-10-12
    Wipfli Financial Advisors, Llc
    Milwaukee, WI
    Minneapolis, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-30
  • S65 Uniform Investment Adviser Law Examination
    2021-09-30
Designations

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