Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Simonson is a financial advisor with Creative Planning. Thomas has been in the financial services industry since 1994. Thomas is registered with the states of North Carolina and Texas. Thomas has a Series 7, 6, 63, and 26 licenses and has earned the Certified Financial Planner designation. Creative Planning is a Registered Investment Advisor with offices in Overland Park, Kansas and Charlotte, North Carolina.
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.
1
2
KS
12/17/2021 - Present
Creative Planning (OVERLAND PARK KS)
NC
08/14/2012 - 12/14/2021
LOCKTON INVESTMENT SECURITIES, LLC (CHARLOTTE NC)
NC
08/29/2003 - 08/10/2012
MMC SECURITIES CORP. (CHARLOTTE NC)
IA
09/14/1998 - 08/25/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
07/12/1996 - 03/28/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MN
10/18/1994 - 04/24/1995
NORWEST INVESTMENT SERVICES, INC. (MINNEAPOLIS MN)
NJ
05/16/1994 - 12/01/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/19/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/19/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Thomas Simonson is the right advisor for you? Invested Better is here to help.
