Tamara Radisic Harms

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

• 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

• 2020-08-03 → 2022-11-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Northbrook, IL

Exams

• S66 Uniform Combined State Law Examination
  2020-08-01

Designations

• Certified Financial Planner

Other Names

• Tamara Radisic