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Matthew Dean Martin Tomlin

Creative Planning

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-01-22
  • KS RA
    APPROVED
    Since 2024-01-22

Branch Locations

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
American Century Investment Services, Inc. Kansas City MO 05/2018 06/2020
University Of Missouri-Columbia Columbia MO 08/2017 05/2018
American Century Investment Services, Inc. Kansas City MO 05/2017 08/2017
University Of Missouri-Columbia Columbia MO 08/2014 05/2018
Hightower Advisors Llc Mission Woods KS 07/2020 01/2024
Creative Planning, Llc Overland Park KS 01/2024 Present
  • 05/2018 → 06/2020
    American Century Investment Services, Inc.
    Kansas City, MO
  • 08/2017 → 05/2018
    University Of Missouri-Columbia
    Columbia, MO
  • 05/2017 → 08/2017
    American Century Investment Services, Inc.
    Kansas City, MO
  • 08/2014 → 05/2018
    University Of Missouri-Columbia
    Columbia, MO
  • 07/2020 → 01/2024
    Hightower Advisors Llc
    Mission Woods, KS
  • 01/2024 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-11
S63 Uniform Securities Agent State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2020-08-11
  • S63 Uniform Securities Agent State Law Examination
    2018-06-14
Designations
Other Names
  • Matthew Dean Martin Tomlin
  • Matthew Tomlin

View on SEC IAPD

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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

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