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Minneapolis/Saint Paul Area

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

121 South 8th Street Ste. 1111 | Minneapolis, 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

Managing Director, Partner
...

Brad Johnston

Managing Director
...

Mike Giefer

Wealth Manager, Partner
...

Sandra Harder

Wealth Manager
...

Ty Johnston

Wealth Manager, Partner
...

Jeremy Myrum

Wealth Manager
...

Alexis Trauger

Wealth Manager
Andrew Keating

Financial Planner
Amy Pavlis

Financial Planner
Thomas Roffers

Financial Planner
Tizzi Blackburn

Tax, Partner
Audrey Horton

Tax

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

Let’s Talk!

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Serving Clients Nationwide

Find Your Location

50

STATES & ABROAD

Providing financial peace of mind across the globe

$225

BILLION

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

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(866) 273-2848

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USA

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Request a Meeting

Thank you for your interest in Creative Planning!

Minneapolis/Saint Paul Area