Minneapolis/Saint Paul Area


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

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
  • Audrey Horton, CPA
  • Clayton Harper
  • David Longmore

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

Let’s Talk!

Request a Meeting

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

“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe



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