Christian Wayne Thomas
Investment adviser representative at Creative Planning
12 yearsExperience
2 statesRegistered in
CFADesignation
$295.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Creative Planning, LLCDec 2021 to now
- Lockton Companies, LLCDec 2017 to Dec 2021
- Lockton Financial Advisors, LLCDec 2017 to Dec 2021
- Lockton Investment AdvisorsDec 2017 to Dec 2021
- Usi Securities, Inc.Aug 2016 to Dec 2017
- Usi AdvisorsSep 2014 to Dec 2017
- Usi Consulting GroupJul 2014 to Dec 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, TX).
Creative Planning
Legal name: Creative Planning, LLC
$295.6BAssets managed
100,298Clients
1,151Advisers
43 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5201719
- Firm CRD
- 105348