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Inactive

Tamara Radisic Harms

Creative Planning

El Dorado Hills, CA

Overland Park, KS

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-01
  • CA RA
    APPROVED
    Since 2022-11-01

Branch Locations

4364 Town Center Blvd. Suite 315, El Dorado Hills, CA 95762 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 05/2020 10/2022
Guarantee Trust Life Insurance Glenview IL 10/2018 05/2020
Extended Travel/Moving States Chicago IL 07/2018 10/2018
Wollborg Michelson Recruiting/Blue Shield Of California Rancho Cordova CA 08/2016 07/2018
Bank Of America, N.A. Chicago IL 08/2020 10/2022
Creative Planning, Llc El Dorado Hills CA 10/2022 Present
  • 05/2020 → 10/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chicago, IL
  • 10/2018 → 05/2020
    Guarantee Trust Life Insurance
    Glenview, IL
  • 07/2018 → 10/2018
    Extended Travel/Moving States
    Chicago, IL
  • 08/2016 → 07/2018
    Wollborg Michelson Recruiting/Blue Shield Of California
    Rancho Cordova, CA
  • 08/2020 → 10/2022
    Bank Of America, N.A.
    Chicago, IL
  • 10/2022 → Present
    Creative Planning, Llc
    El Dorado Hills, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-01
  • S66 Uniform Combined State Law Examination
    2020-08-01
Designations
Other Names
  • Tamara Radisic

View on SEC IAPD

Other Firms

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LIFEWORKS ADVISORS, LLC
ROSSI FINANCIAL GROUP
BRIDGEVIEW CAPITAL ADVISORS, INC.
GOLDENSTONE WEALTH MANAGEMENT
THRIVE FINANCIAL PLANNING
BELLWETHER CAPITAL MANAGEMENT LLC
LPL FINANCIAL LLC

Other Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI
DAVID NOBLE WALDROP
Ashley Caitlin Hamman
SANJAY BALMUKAND VARSHNEY
ANDRES RENE VILLEGAS
SCOTT MICHAEL DRAPER

Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

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