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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
Important disclaimer information

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

All JOB ROLES
All JOB ROLES
Managing Director
Wealth Manager
Financial Planner
Tax
Legal
Operations
  • ...
    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
  • Audrey Horton, CPA
    Tax
  • Clayton Harper
    Legal
  • David Longmore
    Operations
Load More

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

Let’s Talk!

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Once we receive your inquiry, a team member will be in touch to set up your free, no obligation consultation within one business day.

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About CREATIVE PLANNING

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Locations

Serving Clients Nationwide

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50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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