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Tara Cylcewski

Creative Planning

Elverson, PA

Overland Park, KS

Berwyn, PA

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-07-08
  • PA RA
    APPROVED
    Since 2025-07-08

Branch Locations

Elverson, PA • United States

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

920 Cassatt Road Suite 205, Berwyn, PA 19312 • 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
Axa Equitable Philadelphia PA 05/2015 03/2020
Axa Advisors Llc New York NY 01/2016 03/2020
Apw Capital, Inc. Rockaway NJ 08/2020 12/2021
Kistler-Tiffany Advisors Berwyn PA 04/2020 09/2023
Creative Planning, Llc Berwyn PA 09/2023 Present
  • 05/2015 → 03/2020
    Axa Equitable
    Philadelphia, PA
  • 01/2016 → 03/2020
    Axa Advisors Llc
    New York, NY
  • 08/2020 → 12/2021
    Apw Capital, Inc.
    Rockaway, NJ
  • 04/2020 → 09/2023
    Kistler-Tiffany Advisors
    Berwyn, PA
  • 09/2023 → Present
    Creative Planning, Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-08
S63 Uniform Securities Agent State Law Examination 2020-10-23
  • S65 Uniform Investment Adviser Law Examination
    2025-07-08
  • S63 Uniform Securities Agent State Law Examination
    2020-10-23
Other Names
  • Tara Rae Cylcewski

View on SEC IAPD

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