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Minneapolis/Saint Paul Area

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LOCAL EXPERTISE. ALL IN-HOUSE

About Creative Planning

Ranked #1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in the Twin Cities Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

*Barron’s 2017
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8500 Normandale Lake Boulevard Ste 1070 | Bloomington, MN

Services Offered

Comprehensive Wealth Management
Investment Management
Tax Preparation & Planning
Trusts & Estate Planning

Financial Planning
Retirement Planning
Insurance
International Services

All services

Meet Your Team

...

Travis Bezella, MBA, CFP®

Managing Director, Partner
...

Brad Johnston, CPWA

Managing Director
...

Mike Giefer, JD, MBA, CFP®

Wealth Manager, Partner
...

Sandra Harder, CPA

Wealth Manager
...

Ty Johnston, AIF®

Wealth Manager, Partner
...

Jeremy Myrum, MBA, CFP®, ChFC®

Wealth Manager
...

Alexis Trauger, MBA, CFP®

Wealth Manager
Jenna Heimbaugh

Financial Planner
Andrew Keating

Financial Planner
Amy Pavlis, CFP®, MBA

Financial Planner
Thomas Roffers, CFP®

Financial Planner
Tizzi Blackburn, CPA

Tax, Partner

Get on the path to a more comprehensive, personalized approach to your wealth..

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Act Now - your exclusive offer to receive a customized roadmap for building your wealth ends Monday at midnight.

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Serving Clients Nationwide

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

Combined assets under management & advisement as of December 31, 2021



(866) 273-2848

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USA

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Minneapolis/Saint Paul Area