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Inactive

Thomas Andrew Howard

Creative Planning

Overland Park, KS

Walnut Creek, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-07-24
  • CA RA
    APPROVED
    Since 2025-07-24

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

1331 N. California Boulevard, Suite 100, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lodestar Private Asset Management,Llc Alamo CA 03/2016 11/2018
Zrc Wealth Management, Llc Walnut Creek CA 11/2018 10/2020
Bedell Frazier Investment Counselling, Llc Walnut Creek CA 10/2020 07/2025
Creative Planning, Llc Walnut Creek CA 07/2025 Present
  • 03/2016 → 11/2018
    Lodestar Private Asset Management,Llc
    Alamo, CA
  • 11/2018 → 10/2020
    Zrc Wealth Management, Llc
    Walnut Creek, CA
  • 10/2020 → 07/2025
    Bedell Frazier Investment Counselling, Llc
    Walnut Creek, CA
  • 07/2025 → Present
    Creative Planning, Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-27
S66 Uniform Combined State Law Examination 2003-01-17
S63 Uniform Securities Agent State Law Examination 2001-11-08
  • S65 Uniform Investment Adviser Law Examination
    2016-06-27
  • S66 Uniform Combined State Law Examination
    2003-01-17
  • S63 Uniform Securities Agent State Law Examination
    2001-11-08
Designations
Other Names
  • Thomas A Howard

View on SEC IAPD

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Other Offices

MARINER · OVERLAND PARK, KS
MARINER INDEPENDENT · OVERLAND PARK, KS
MARINER WEALTH · OVERLAND PARK, KS
MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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