Matthew Louis Brtek
Investment adviser representative at Creative Planning
16 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
16 years in the industry.
- Creative Planning, LLCApr 2023 to now
- LPL Financial LLCJul 2021 to Apr 2023
- The Expanse Team IncMar 2019 to Jul 2021
- Shawn MackenJan 2019 to Jul 2021
- Various Insurance Carriers for W & R Ins AgencyJan 2019 to Jul 2021
- Waddell & Reed, Inc.Apr 2018 to Jul 2021
- Beta Theta Pi - Eta IotaJan 2016 to May 2018
- Lou's Thrifty WayAug 2010 to Jul 2021
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NE).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6938370
- Firm CRD
- 105348