Jack William Thomas

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

• 09/2019 → 08/2020
  Thun Financial
  Madison, WI
• 06/2019 → 08/2019
  Mws Capital Consultants
  Chicago, IL
• 08/2015 → 05/2019
  Akt Business Services
  Lake Mills, WI
• 09/2020 → Present
  Creative Planning, Inc.
  Madison, WI

Previous Registrations

• 2020-07-28 → 2020-09-30
  Thun Financial Advisors
  Madison, WI

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-07-15

Designations

• Certified Financial Planner

Other Names

• Jack Thomas