Thomas A. Meeker

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

• 01/2016 → 12/2019
  Hogan Financial
  Milwaukee, WI
• 12/2019 → Present
  Creative Planning, Inc.
  Overland Park, KS

Previous Registrations

• 2016-09-22 → 2019-12-20
  Hogan Financial
  Milwaukee, WI

Other Businesses

1) Financial Planning Association of Wisconsin; Waunakee, WI; Not investment related; Symposium Director; start date 1.1.2018; 3 hours spent each month/0 hours spent during trading; Director of the Annual Financial Planning Symposium 2) Rental Property; Milwaukee, WI; Is investment related; Owner of rental property; start date 5.10.2017; 5 hours spent each month/0 hours spent during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-09-22

Designations

• Certified Financial Planner