Tamara Lowenberg

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:

Current Employers

Creative Planning

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2019-02-12
CA	RA	APPROVED	2013-09-16

TX RA
APPROVED

Since 2019-02-12
CA RA
APPROVED

Since 2013-09-16

Branch Locations

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

El Dorado Hills, CA • 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

Organization	City	State	From	To
Creative Planning	Overland Park	KS	09/2013	Present

09/2013 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2008-03-17 → 2013-09-05

Strategic Advisers Llc

Salt Lake City, UT

Reno, NV

Larkspur, CA

Sunnyvale, CA

Other Businesses

ADRIATIC EXPRESS LLC; TRANSPORTATION; UTAH; 45 HOURS AFTER REGULAR BUSINESS HOURS; O HOURS DURING BUSINESS HOURS; 02/2015 FOUR SUMMITS SECOND HOME RENTAL; CALIFORNIA; OWNER; RECEIVE INCOME ON SECOND HOME SHORT TERM RENTALS; MANAGED BY PROPERTY MANAGEMENT COMPANY; NOT INVESTMENT RELATED; 1 HOUR PER MONTH/0 HOURS PER MONTH DURING TRADING. 6/2020

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-04-22
S63	Uniform Securities Agent State Law Examination	2007-12-20

S66 Uniform Combined State Law Examination

2008-04-22
S63 Uniform Securities Agent State Law Examination

2007-12-20

Designations

Certified Financial Planner

Other Names

Tamara Vasilijevic
Tamara Brumm
Tamara Vukojevic

View on SEC IAPD