Matthew Ryan Kennedy
Investment adviser representative at Creative Planning
11 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
11 years in the industry.
- Creative Planning, LLCJun 2023 to now
- Commerce BankMay 2022 to Aug 2022
- Mission Hills Country ClubMay 2021 to Aug 2021
- Kansas State UniversityAug 2019 to May 2023
- Waterway Gas & WashDec 2017 to May 2021
- Amc TheatersMay 2017 to Aug 2017
- Blue Valley High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7787773
- Firm CRD
- 105348