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Brad Blessen

Wealth Manager, Partner

Brad serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life including investments, retirement planning, education planning, estate planning, tax planning, debt planning, and risk management. Brad’s approach focuses on a thorough understanding of your circumstances in order to provide you with a truly customized plan to help achieve your goals.

Prior to joining Creative Planning, served as a planning and sales support assistant at a local wealth management firm.

Brad earned his bachelor’s degree in Business Administration from the University of Arkansas. He also earned a Master of Business Administration degree from the University of Missouri-Kansas City.

Brad and his fiancé, Stephanie, are avid dog lovers and enjoy hiking, camping, and traveling with friends and family in their spare time.

*See all Creative Planning disclosures and sources.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

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