Kyle Jeffrey Thompson

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

• 02/2012 → 11/2016
  Td Ameritrade
  Birmingham, MI
• 11/2016 → 08/2022
  C-J Advisory, Inc.
  San Jose, CA
• 10/2021 → 12/2025
  Sageview Advisory Group, Llc
  Newport Beach, CA
• 12/2025 → Present
  Creative Planning, Llc
  San Jose, CA

Previous Registrations

• 2021-10-15 → 2026-01-13
  Creative Planning Institutional Advisors, Llc
  San Jose, CA
  San Jose, CA
  Newport Beach, CA
• 2017-08-30 → 2022-08-10
  C-J Advisory, Inc.
  San Jose, CA
• 2012-03-12 → 2016-11-30
  Td Ameritrade, Inc.
  Birmingham, MI
• 2012-03-12 → 2016-11-30
  Td Ameritrade Investment Management, Llc
  Birmingham, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-28
• S66 Uniform Combined State Law Examination
  2012-03-08
• S63 Uniform Securities Agent State Law Examination
  2007-07-26