Investment adviser representative · Creative Planning
Matthew B. Lazor
CRD 6697523 · Kansas City, MO
At a glance
Matthew B. Lazor is an investment adviser representative with Creative Planning in Kansas City, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Matthew’s SEC record dates to 2021, about 5 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Creative PlanningSince April 2021Kansas City, MO · $296B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Matthew’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Creative Planning
- Vincent C. ClarkKansas City
- Jonae DanielsKansas City
- Jonathan E. AbdoNorth Liberty · Certified Financial Planner
- Scott F. AdairOverland Park · Certified Financial Planner
- Cord A. AdamsIrving
- Gabriel S. AdamsOverland Park · Certified Financial Planner
- Ryan C. AdamsOverland Park
- Ronald R. Adkison Jr.Overland Park · Certified Financial Planner
Every advisor at Creative Planning →Creative Planning: assets, clients and custodians →Creative Planning news, moves and payouts →Financial advisors in Kansas City, MO →Every Creative Planning advisor in Kansas City →Advisor Moves: who changed firms this week →