Unclaimed
Thomas Langmo is a financial advisor with Creative Planning, a firm with over $175 billion in assets under management. Thomas has been a financial advisor for over 8 years. Thomas's areas of expertise include financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Thomas holds a Series 65 license. Thomas is also a Certified Financial Planner.
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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KS
10/04/2022 - Present
Creative Planning (OVERLAND PARK KS)
IA
Issued 08/30/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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