Kymona C. Thomas
Investment adviser representative at Creative Planning
12 yearsExperience
1 stateRegistered in
$295.6BFirm assets
43 yearsFirm in business
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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.
- PearsonMar 2024 to now
- Creative Planning, LLCDec 2022 to now
- Gwfs Equities, IncNov 2021 to Dec 2022
- LPL Financial LLCMar 2021 to Oct 2021
- Wells Fargo Clearing Services, LLCJan 2020 to Feb 2021
- UnemployedAug 2019 to Jan 2020
- TIAAMar 2018 to Aug 2019
- TIAA-CREF Individual & Institutional Services, LLCMar 2018 to Aug 2019
- Vanguard Marketing CorporationJan 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6285989
- Firm CRD
- 105348