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Mathew Adam Litsheim

Creative Planning

Overland Park, KS

Bloomington, MN

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2024-05-28
AZ RA APPROVED 2022-08-18
  • MN RA
    APPROVED
    Since 2024-05-28
  • AZ RA
    APPROVED
    Since 2022-08-18

Branch Locations

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

3800 American Boulevard West Suite 1000, Bloomington, MN 55431 • 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
Creative Planning, Llc Gilbert AZ 03/2022 05/2024
Keystone Wealth Partners Chandler AZ 03/2021 03/2022
Verve Carriers, Llc Chandler AZ 09/2020 03/2021
Target Gilbert AZ 09/2020 03/2021
Wells Fargo Home Mortgage Tempe AZ 06/2020 09/2020
Target Chaska MN 02/2020 05/2020
Stone Marketing Group Minneapolis MN 08/2016 08/2019
Unemployed Minneapolis MN 09/2019 01/2020
Creative Planning, Llc Bloomington MN 05/2024 Present
  • 03/2022 → 05/2024
    Creative Planning, Llc
    Gilbert, AZ
  • 03/2021 → 03/2022
    Keystone Wealth Partners
    Chandler, AZ
  • 09/2020 → 03/2021
    Verve Carriers, Llc
    Chandler, AZ
  • 09/2020 → 03/2021
    Target
    Gilbert, AZ
  • 06/2020 → 09/2020
    Wells Fargo Home Mortgage
    Tempe, AZ
  • 02/2020 → 05/2020
    Target
    Chaska, MN
  • 08/2016 → 08/2019
    Stone Marketing Group
    Minneapolis, MN
  • 09/2019 → 01/2020
    Unemployed
    Minneapolis, MN
  • 05/2024 → Present
    Creative Planning, Llc
    Bloomington, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-23
  • S65 Uniform Investment Adviser Law Examination
    2022-06-23
Designations

View on SEC IAPD

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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

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