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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kymona? Claim Your ProfileKymona Thomas is a financial advisor with Creative Planning. Kymona has been in the industry since March 2014 and holds Series 6, 7, and 63 securities licenses, as well as the SIE and Series 65 registrations. Creative Planning is a fee-based firm that provides a variety of financial planning and investment management services to individuals, families, trusts, businesses, and institutions. The firm specializes in providing comprehensive financial planning services, including retirement planning, college savings, estate planning, and tax planning. Creative Planning has a strong focus on providing personalized service to its clients and has a team of experienced financial advisors who are committed to helping their clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
KS
04/05/2023 - Present
Creative Planning (OVERLAND PARK KS)
CO
03/17/2022 - 12/22/2022
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
SC
04/22/2021 - 11/04/2021
LPL FINANCIAL LLC (FORT MILL SC)
NC
01/30/2020 - 02/17/2021
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
04/10/2018 - 08/12/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
03/06/2014 - 03/08/2018
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
IA
Issued 04/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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