Brock Matthew Staudt
Investment adviser representative at Creative Planning
8 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
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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
8 years in the industry.
- Creative Planning, LLCOct 2022 to now
- Wipfli Financial Advisors, LLCJun 2021 to Sep 2022
- University of Wisconsin-madison, Division of Business ServicesNov 2019 to May 2021
- University of Wisconsin-madisonAug 2018 to May 2022
- Manitowoc Lutheran High SchoolAug 2014 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 7579880
- Firm CRD
- 105348