Bloomington, MN Office

Ty Johnston is a financial advisor at Creative Planning with 15 years of industry experience. He holds Series 66 and Series 63 designations and has worked at Creative Planning since 2019, following eight years at The Johnston Group, LLC. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors and 151 offices.

Zachary Desmond is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Creative Planning and has previously worked at NewEdge Advisors, Trademark Financial Management, CH Robinson Worldwide, Golden Berg Law, the US Senate, Mount Yale Capital Group, and the University of Minnesota. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, alongside supplemental approaches such as direct indexing and tax-loss harvesting.

Adam Netland is a financial advisor at Creative Planning with 16 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. His prior experience includes roles at Wipfli Financial Advisors and Keystone Wealth Advisors. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, while also offering access to private market investments and a range of specialized advisory services.

Sandra Harder is a financial advisor at Creative Planning with six years of industry experience. She holds a Series 65 designation and previously worked at The Johnston Group for seven years before joining Creative Planning in 2019. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment approach centered on low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and comprehensive retirement plan services.

Colton Higgins is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes four years at NorthRock Partners and four years at Carlson Capital Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension plans, trusts, foundations, and corporations. The firm employs a financial-planning-led investment approach focused on low-cost indexing and buy-and-hold strategies, supplemented by specialized equity and fixed income management and private market investments, managing approximately $295.6 billion in client assets.

Timothy Ronning is a CFP® and Series 66 licensed financial advisor with 12 years of industry experience. He has worked at Creative Planning, LLC since 2023 and previously spent 10 years at BerganKDV Wealth Management LLC. In addition to his advisory role, he is an independent insurance agent for various companies. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning–led investment process with a range of portfolio management and retirement plan fiduciary services supported by a large advisory team and centralized infrastructure.

Rebecca Oelrich is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Creative Planning since 2023. Prior to joining Creative Planning, she spent nine years at KDV Wealth Management. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm emphasizes a financial-planning-led investment approach that combines low-cost indexing and buy-and-hold strategies for long-term goals with selective private market exposure and fiduciary management of retirement accounts.

Derek Hoyt is a CFA® charterholder with 12 years of industry experience. He is currently with Creative Planning, LLC, where he has worked since 2023, following 16 years at KDV Wealth Management. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and integrated retirement plan services.

Kenneth Zarske is a financial advisor at Creative Planning with five years of industry experience. He holds a Series 65 designation and has previously worked at Mercer and Pavillion Advisory Group. He is also associated with BerganKDV, Ltd. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, complemented by direct indexing, tax-loss harvesting, and private market exposure.

Jonathan Liang Sr. is a CFP® and holds a Series 66 license with 14 years of industry experience. He has been with Creative Planning since 2023 and previously worked at CTB Financial Services, Ltd. for 21 years. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm emphasizes a financial-planning-led investment approach that favors low-cost indexing and buy-and-hold strategies for long-term goals, supplemented by tax-loss harvesting, individual equity and bond management, and selective private market exposure.

Travis Bezella is a CFP® professional with 18 years of industry experience, currently serving as an advisor at Creative Planning since 2014. He holds Series 65 and Series 66 licenses. Outside of his advisory role, he is involved in managing residential rental properties through two separate LLCs. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in client assets and employs a financial planning-led investment process that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Matthew Koelsch is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Creative Planning. His prior experience includes roles at Kowalski Financial, Inc. and Ameriprise Financial Services, Inc. Creative Planning provides comprehensive investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, and retirement plans. The firm employs a financial planning-led investment process featuring low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental portfolio management options and a suite of retirement plan services.

Mathew Litsheim is a CFP® and Series 65-licensed advisor at Creative Planning with four years of industry experience. His work history includes positions at Keystone Wealth Partners and Verve Carriers, LLC, as well as multiple roles at Creative Planning since 2022. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a wide range of clients, including high-net-worth individuals, pension plans, trusts, and corporations. The firm uses a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in assets across more than 1,100 advisors.

Noah Williams is a financial advisor at Creative Planning in Bloomington, MN, holding a Series 65 credential with four years of industry experience. His prior roles include positions at Wipfli Financial Advisors and academic work at the University of Wisconsin-Eau Claire. Creative Planning provides wealth management and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutional clients. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Sarah Berggren is a financial advisor at Creative Planning with a Series 65 designation and two years of industry experience. She previously worked at CTB Financial Services, Ltd. for sixteen years before joining Creative Planning. Creative Planning provides investment advisory and financial planning services to a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of supplemental investment options and a large advisory team managing approximately $217 billion in assets.