Ian Middendorf, Associate Planner at Creative Planning

Ian Middendorf

Associate Planner at Creative Planning | Kansas City Metropolitan Area, United States

Profile last verified June 2026
Financial Services Verified Profile Kansas City Metropolitan Area, United States Creighton University's Heider College of Business
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***@gmail.com

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(316) ***-*153

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Ian Middendorf serves as an Associate Planner at Creative Planning, an independent wealth advisory firm operating within the financial services industry. He supports the company’s planning-led approach by collaborating with in-house tax, estate, and investment specialists to develop customized client strategies. Middendorf holds a degree from Creighton University’s Heider College of Business and is based in the Kansas City Metropolitan Area.

BEST APPROACH TO REACH Ian Middendorf

Reach out through a personalized direct message or email that highlights how your products or recruiting initiatives directly support Creative Planning’s specialist-driven, planning-led advisory model for high-net-worth clients.

Ian Middendorf Socials
Ian Middendorf Work Experience

Associate Planner at Creative Planning in June 2025 - Present

Automation Intern at Conagra Brands in June 2024 - August 2024

Accounting Intern at Elemental Scientific in August 2023 - December 2023

See more See less

FinTech Intern at Milli Bank in August 2023 - December 2023

Analyst Internship at Federal Reserve Bank of Kansas City in June 2023 - August 2023

Finance Intern at Fidelity Financial Corporation in August 2022 - May 2023

Food Server at KC Hopps Ltd. in May 2022 - August 2022

Ian Middendorf Education

Creighton University's Heider College of Business, Bachelor Of Science in Business Administration, July 2026

Saint Thomas Aquinas High School - Overland Park, KS, High School Diploma, July 2026

Ian Middendorf Skills
Financial Planning Financial Modeling Attention to Detail Financial Advisory Internal Communications Attended Automation Robotic Process Automation (RPA) IT Infrastructure Management Agile Methodologies Accounting Software Accounting Automation Artificial Intelligence (AI) Account Reconciliation Data Visualization Collaborative Problem Solving FinTech Budget Management Office 365 Data Analysis Financial Analysis Social Media Marketing Customer Relationship Management (CRM) Customer Service Time Management Skilled Multi-tasker Teamwork Problem Solving Business Analysis Analytical Skills Communication Continuous Improvement Interpersonal Skills Tableau Dashboards Microsoft Power BI
About Ian Middendorf’s Current Company
Creative Planning

Independent wealth advisory firm Creative Planning and its affiliates manage and advise on approximately 700 billion in combined assets and serve clients in all 50 states and abroad.* At Creative Planning, we take a comprehensive, planning-led approach to providing customized advice. And because we believe one person isn’t enough to manage all aspects of your finances, your wealth manager will partner with our in-house specialists in taxes, estate planning and investing to build a tailor-made plan that’s optimized for you. We look at every detail of your wealth to help ensure your complete financial picture is working as hard as it can for you, every day, year in and year out. Our services include private wealth management and family office services, investment management, risk management, trust and estate planning, retirement planning, business and succession planning, tax planning and more. As a client of Creative Planning, you receive custom support to help you achieve your vision of financial success. At Creative Planning, we have all the advice, all the expertise you need, all in-house. Your Team Awaits. Please contact us to schedule a complimentary, no-obligation consultation. We look forward to getting to know you. *In combined assets under management or advisement by Creative Planning and its affiliates as of December 31, 2025.

Discover more about Creative Planning
Ian Middendorf’s Colleagues
Catie Berkemeier

Catie Berkemeier

Lenexa, Kansas, United States

Paraplanner at Creative Planning, LLC

Paraplanner at Creative Planning
(July 2025 – Present)

Dylan Dunlea

Dylan Dunlea

Newport Beach, California, United States

Partner / Private Wealth Manager at Creative Planning LLC

Private Wealth Manager at Creative Planning
(Jan 2022 – Present)

Drew Hancock

Drew Hancock

Seattle, Washington, United States

Seattle Police Dept. -SWAT Sergeant (ret.)

Focused on providing law enforcement clients with customized investment plans and comprehensive wealth management services.

Casey Jensen

Casey Jensen

Leawood, Kansas, United States

Partner / Senior Financial Planner at Creative Planning Inc.

Casey is a Financial Planner at Creative Planning.
Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and
estate planning services.

Creative P...

David Hall

David Hall

Vail, Arizona, United States

Director of Client Engagement, International, Creative Planning, LLC

Director of Client Engagement - International at Creative Planning
(Dec 2025 – Present)

Jessica Thompson

Jessica Thompson

Omaha, Nebraska, United States

Tax Director at Creative Planning Inc.

Tax Director at Creative Planning
(Nov 2024 – Present)

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Frequently asked questions about Ian Middendorf

What is Ian Middendorf email address?

Email Ian Middendorf at [email protected] and [email protected]. This email is the most updated Ian Middendorf's email found in 2026.

How to contact Ian Middendorf?

To contact Ian Middendorf send an email to [email protected] or [email protected]. (updated on September 17, 2025)

What company does Ian Middendorf work for?

Ian Middendorf works for Creative Planning.

What is Ian Middendorf's role at Creative Planning?

Ian Middendorf is Associate Planner

What industry does Ian Middendorf work in?

Ian Middendorf works in the Financial Services industry.

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