Thomas Edward Gilbers
Investment adviser representative at Creative Planning
15 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Thomas Edward Gilbers? Claim your profile
Contact this firm
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
15 years in the industry.
- Creative Planning, LLCSep 2026 to now
- LPL Financial LLCSep 2025 to Sep 2026
- Together Credit UnionSep 2025 to Sep 2026
- UnemployedJul 2025 to Sep 2025
- Aldrich Wealth LPJan 2020 to Jul 2025
- UnemployedAug 2019 to Jan 2020
- Stifel NicolausOct 2011 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5993851
- Firm CRD
- 105348