Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Platt is a financial advisor with Creative Planning, with over 8 years of experience in the financial services industry. Matthew has a Series 7, 63 and 66 license. Matthew has experience at Edward Jones and TD Ameritrade, Inc. and is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Matthew's primary focus is to help clients achieve their financial goals by developing personalized financial strategies that align with their unique circumstances and objectives. Matthew works with clients to identify their financial needs and goals, develop investment plans, and implement strategies to help them achieve their goals. Matthew holds a Certified Financial Planner designation and is committed to staying current on market trends and industry best practices.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
KS
06/20/2024 - Present
Creative Planning (OVERLAND PARK KS)
ID
05/15/2020 - 06/12/2024
EDWARD JONES (MERIDIAN ID)
ID
08/08/2016 - 05/27/2020
TD AMERITRADE, INC. (BOISE ID)
BOTH
Issued 05/24/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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