Thomas Matthew Mcgraw
Investment adviser representative at Creative Planning
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$295.6BFirm assets
Are you Thomas Matthew Mcgraw? 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
13 years in the industry.
- Creative Planning, LLCDec 2025 to now
- The Marshall Financial Group, IncJan 2022 to Nov 2025
- Gb LogisticsNov 2020 to Dec 2021
- The Vanguard Group, Inc.Jun 2017 to Jan 2022
- Pennsylvania State UniversityAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6490713
- Firm CRD
- 105348