Thomas Andrew Panoplos

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2001 → 09/2023
  Mesirow Financial, Inc.
  Chicago, IL
• 10/2023 → Present
  Creative Planning, Llc
  Chicago, IL

Previous Registrations

• 2007-01-25 → 2023-09-29
  Mesirow Financial Investment Management, Inc.
  Chicago, IL
• 2002-03-27 → 2009-12-31
  Mesirow Financial, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1.) BS & JL, Inc. License holder for business located at 710 N. Clark Street. Owner of 100% stock of S Corp. Own the property as the landlord. Devote 0 hours per month. 2.) T and T Development, LLC., Real Estate ownership entity, co-Member, co-manager of new LLC with one other member. Organized to buy and hold residential real estate assets. Devote 1 to 2 hours per month.

Exams

• S66 Uniform Combined State Law Examination
  2002-02-28