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Thomas John Demko

Creative Planning

Newport Beach, CA

Overland Park, KS

Creative Planning Institutional Advisors, LLC

Newport Beach, 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 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

4000 Macarthur Blvd, Suite 1050, Newport Beach, CA 92660 • United States

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

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-08-27
  • CA RA
    APPROVED
    Since 2018-08-27

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • 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
Bay Mutual Financial Santa Monica CA 12/2010 08/2018
Creative Planning Institutional Advisors, Llc Newport Beach CA 08/2018 Present
Creative Planning, Llc Newport Beach CA 01/2026 Present
Previous Registrations
  • 2018-02-13 → 2019-01-02
    Bay Mutual Financial, Llc
    Santa Monica, CA
  • 2016-08-10 → 2017-12-31
    Bay Mutual Financial, Llc
    Encino, CA
    Santa Monica, CA
  • 2012-08-29 → 2014-12-31
    Bay Mutual Financial, Llc
    Santa Monica, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-08-16
  • S66 Uniform Combined State Law Examination
    2012-08-16

View on SEC IAPD

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