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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Landreville is an investment advisor representative with Creative Planning. Thomas is registered with the state of Minnesota and is currently active in the state of Minnesota. Thomas has been working in the financial industry since June 2020. Thomas’ previous experience includes working at Ameriprise Financial Services, LLC in Minneapolis, Minnesota, and BerganKDV Wealth Management, LLC in Bloomington, Minnesota. Thomas holds the following securities licenses: Series 63, Series 65, Series 7, SIE.
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
07/03/2023 - Present
Creative Planning (OVERLAND PARK KS)
MN
08/28/2020 - 06/03/2021
AMERIPRISE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)
IA
Issued 11/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 06/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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