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Mathew Litsheim is listed as Financial Planner at Creative Planning, a with 631 employees, based in Minneapolis, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Mathew Litsheim.
Mathew Litsheim previously worked as Account Manager at Keystone Wealth Partners, Llc and Account Manager at Stone Marketing Group. Mathew Litsheim holds Business Administration And Management, General from Minnesota State University, Mankato.
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I have extensive experience in customer service, account management, and communication. The thing I enjoy most in my career is having the opportunity to serve our clients to the best of my ability. I find it very rewarding to hear how much of a positive impact my team and I have had on our clients with our high level service and attention to detail. My objective is to continue learning and growing relationships to deliver a service that enhances and enriches the lives of our clients. I am extremely hard working and a very quick learner. Relationship building and self motivation are two of my strongest skills. In my free time I enjoy spending time with my wife and daughter. We love to go camping, take road trips around the country, and hike with our two dogs. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
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A career timeline built from the work history available for this profile.
Chandler, Arizona, United States
Participates and conducts client meetings.Prepares the Financial Planning recommendationsCollaborates with members from each business line to best serve the client.Manages accuracy of internal Client Relationship Management (CRM) software.Implements Financial Planning recommendationsMonitors the Financial Plan and communicates with clientsUpdates Financial Planning recommendations
Chandler, Arizona, United States
Provide support to Advisers while ensuring and enhancing client satisfaction and assistance through direct contact with clients, vendors, and team members. Handled client account management and completion of required paperwork for adviser meetings.Provided superior client service by handling incoming client requests, account verification, funding and transfers, and maintaining client relationships. Performed related administrative functions such as client communication, reporting, filing, data input, and operational support.
Greater Minneapolis-St. Paul Area
Process Purchase Orders and provide shipping information to clients in timely fashionAct as a liaison between vendors and buyers during the selection and buying processGenerate and prepare sales documents with a high level of accuracy and detail
Greater Minneapolis-St. Paul Area
- Contact and maintain relationships with customers in non-conforming, relocation loans- Provide effective communication between all parties involved in the loan process - Establish, maintain, and update files, databases, records, and internal reports- Assure that all customer files are complete and in compliance with federal guidelines- Maintain pipeline reports and provide status updates to management as needed
Mankato, Mn
- Used extensive knowledge of sales techniques- Excellent customer service skills- Knowledge to educate customers about products in department and surrounding departments
Mankato, Mn
- Supervise and organize programs for at-risk youth. - Coordinated games and activities for a K-5 after school program
Mankato, Mn
- Knowledge of a wide variety of products through-out multiple departments.- Promoting a store credit card and protection plan- Operate POS machine and in-store online ordering - Merchandising of store products
Other employees you can reach at creativeplanning.com. View company contacts for 631 employees →
Tanner Strathman
Colleague at Creative PlanningLeawood, Kansas, United States
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Kim H.
Colleague at Creative PlanningWashington, District Of Columbia, United States
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Matthew Eilert
Colleague at Creative PlanningKansas City Metropolitan Area, United States
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Tom Zgainer
Colleague at Creative PlanningScottsdale, Arizona, United States
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Bing Chen, Cfa, Cfp®
Colleague at Creative PlanningLeawood, Kansas, United States
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Michael Rogers, Mba
Colleague at Creative PlanningLeawood, Kansas, United States
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Daniel Mumma
Colleague at Creative PlanningKansas City, Missouri, United States
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Brayden Harden
Colleague at Creative PlanningTopeka, Kansas, United States
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Daouda Okoro
Colleague at Creative PlanningUnited States
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Mason Schoen, Cfp®, Awma™, Apma™
Colleague at Creative PlanningOverland Park, Kansas, United States
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Quick answers generated from the profile data available on this page.
Mathew Litsheim works for Creative Planning.
Mathew Litsheim is listed as Financial Planner at Creative Planning.
Mathew Litsheim is based in Minneapolis, Minnesota, United States while working with Creative Planning.
Mathew Litsheim has worked for Creative Planning, Keystone Wealth Partners, Llc, Stone Marketing Group, Wells Fargo, and Menards.
Mathew Litsheim's colleagues at Creative Planning include Tanner Strathman, Kim H., Matthew Eilert, Tom Zgainer, and Bing Chen, Cfa, Cfp®.
You can use AeroLeads to view verified contact signals for Mathew Litsheim at Creative Planning, including work email, phone, and LinkedIn data when available.
Mathew Litsheim holds Business Administration And Management, General from Minnesota State University, Mankato.
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