Todd Andrew Kowalski

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

• 06/2012 → 02/2018
  Scottrade
  Dayton, OH
• 02/2018 → 12/2020
  Td Ameritrade, Inc.
  Dayton, OH
• 02/2018 → 12/2020
  Td Ameritrade Investment Management, Llc
  Omaha, NE
• 01/2021 → 08/2021
  Lpl Financial Llc
  Lebanon, OH
• 01/2021 → 08/2021
  Lcnb National Bank
  Lebanon, OH
• 08/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-01-15 → 2021-08-12
  Lpl Financial Llc
  Lebanon, OH
• 2018-02-27 → 2021-01-11
  Td Ameritrade, Inc.
  Miamisburg, OH
• 2018-02-26 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Dayton, OH
• 2017-02-08 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2017-02-08
• S63 Uniform Securities Agent State Law Examination
  2012-11-12

Designations

• Certified Financial Planner