Travis Bezella

Portfolio Manager-Equities at Creative Planning LLC

Consumer Services

Finance

Profile

Travis Gregory Bezella is Managing Director & Partner at Creative Planning LLC.
Prior to joining Creative Planning, He served as Director of Financial Planning for a financial services firm based in the Minneapolis-St. Paul metro area where his major duties included the successful development of proprietary financial planning software, directing the firm’s overall client service strategy, and helping execute the firm’s global investment strategy.
He received an undergraduate degree from the University of Minnesota and an MBA from the University of St. Thomas (Minnesota).

Travis Bezella active positions

Companies	Position	Start
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.	Portfolio Manager-Equities	2014-01-31

All active positions of Travis Bezella

Training of Travis Bezella

University of Minnesota	Undergraduate Degree
University of St. Thomas	Masters Business Admin

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Linked companies

Private companies	1
Creative Planning LLC Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions.	Finance