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Minneapolis-Saint Paul Area

Providing financial peace of mind across the globe and in your local area.

LOCAL EXPERTISE. ALL IN-HOUSE.

About Creative Planning

Ranked the No. 1 Independent Advisory Firm,* Creative Planning provides comprehensive, customized wealth management services. Meet with our wealth managers in Minneapolis-Saint Paul Area to learn how we are fiercely committed to helping you achieve your financial goals and enjoy a richer way to wealth.

Services Offered

Comprehensive Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Services Offered

Wealth Management

Investment Management

Tax Preparation & Planning

Trusts & Estate Planning

Financial Planning

Retirement Planning

Insurance

International Services

Meet Your Team

Brad Johnston, CPWA
Managing Director, Partner
Travis Bezella, MBA, CFP®
Managing Director, Partner
Alexis Trauger, MBA, CFP®
Wealth Manager, Partner
Angie Thomas, CFP®
Wealth Manager, Partner
Chuck Brown, CFP®, CPA
Wealth Manager
Collin Brown, CFP®
Wealth Manager
Jeremy Myrum, MBA, CFP®
Wealth Manager, Partner
Jonathan Liang
Wealth Manager, Partner
Jordan Mills, CFP®
Wealth Manager, Partner
Mike Giefer, JD, MBA, CFP®
Wealth Manager, Partner
Nate Wenner, CFP®, CPA/PFS, CIMA®
Wealth Manager, Partner
Pat Brault, CPA
Wealth Manager
Sam Andrews, CFP®
Wealth Manager, Partner
Sandra Harder, CPA
Wealth Manager, Partner
Ty Johnston, AIF®
Wealth Manager, Partner

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.

 

Prefer to discuss over the phone?
833-416-4702