MATTHEW ZOLTON

ENCLAVE PLANNING | Wealth Manager

OLATHE, KS

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CRD#: 5049639

Professional summary

MATTHEW ZOLTON, CFP® is a registered financial advisor currently at ENCLAVE PLANNING located in Olathe, Kansas.

MATTHEW is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. MATTHEW has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Biography

Matt serves as a Wealth Manager, working directly with clients to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Matt practices in the areas of retirement planning, investment management, tax planning, estate planning, business succession planning, risk management, and charitable planning. Matt’s approach focuses on a thorough understanding of your circumstances to provide you with a truly customized plan to help achieve your goals.

Matt brings more than 14 years of experience in the financial services industry to his clients. Prior to joining Creative Planning, Matt was a Senior Vice President, Financial Consultant at a major national financial services firm where he was recognized with the prestigious distinction of Chairman’s Club winner in three different years. Matt was responsible for having a holistic understanding of his clients’ circumstances and worked closely with them to help achieve their goals.

Matt earned a Juris Doctorate degree from the University of Kansas School of Law. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.

In his spare time, Matt enjoys spending time with his wife Meg, and his daughter Elliot.

Question & Answer

What are your service offerings?

Retirement Planning

Estate Planning

Comprehensive Financial Planni...

Retirement Income Management

Investment Planning

Socially Responsible Investing

Tax Planning

Social Security Planning

Education Planning

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view MATTHEW ZOLTON's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 9, 2025 - Present

ENCLAVE PLANNING

RIA

CRD#: 335714

OLATHE, KS

Past

January 11, 2021 - February 26, 2025

CREATIVE PLANNING

RIA

CRD#: 105348

OVERLAND PARK, KS

Past

December 17, 2013 - December 10, 2019

CHARLES SCHWAB & CO., INC.

RIA

CRD#: 5393

Leawood, KS

Past

December 17, 2013 - December 10, 2019

CHARLES SCHWAB & CO., INC.

CRD#: 5393

Leawood, KS

Past

January 12, 2007 - December 4, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

OVERLAND PARK, KS

Past

January 12, 2007 - December 4, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

OVERLAND PARK, KS

Past

January 12, 2007 - December 4, 2013

TD AMERITRADE, INC.

CRD#: 7870

OVERLAND PARK, KS

Past

September 7, 2006 - April 12, 2007

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

LEAWOOD, KS

Past

January 10, 2006 - April 12, 2007

MML INVESTORS SERVICES, LLC

CRD#: 10409

LEAWOOD, KS

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/9/2025)

IAR

Texas
(6/2/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 1/16/2006

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/2006

General Securities Representative Examination

Current Firm

ENCLAVE PLANNING

ENCLAVE PLANNING | ENCLAVE PLANNING LLC

CRD#: 335714 / SEC#:

Kansas

Registered Investment Advisory firm - (5/9/2025 Approved)

Texas

Registered Investment Advisory firm - (6/2/2025 Conditional Restricted)

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Contact information

Main Address

Olathe, KS

Mailing Address

Phone number

(913) 961-3210

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

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MATTHEW ZOLTON

Professional summary

Biography

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view MATTHEW ZOLTON's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATIVE PLANNING

CHARLES SCHWAB & CO., INC.

CHARLES SCHWAB & CO., INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/16/2006

SIE

Date: 10/1/2018

Series 7

Date: 1/9/2006

Current Firm

ENCLAVE PLANNING

Contact information

Documents

Red Flags

Company Information

ENCLAVE PLANNING

TRUST BUT VERIFY

Contact information

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