Thomas Gregory Langmo

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

• 06/2021 → 09/2022
  Wipfli Financial Advisors, Llc
  Bozeman, MT
• 01/2016 → 07/2021
  Wipfli Llp
  Bozeman, MT
• 10/2022 → Present
  Creative Planning, Llc
  Bozeman, MT

Previous Registrations

• 2021-08-31 → 2022-10-20
  Wipfli Financial Advisors, Llc
  Milwaukee, WI
  Bozeman, MT

Other Businesses

1) Koronis Enterprises, LLC; Bozeman, MT; not investment related; nature of business-lawn care & handyman work; position - Owner; start date 7.24.23; 6 hours per month/ 0 during trading. 2) Lowes Home Improvements; Bozeman, MT; not investment related; nature of business - retail home improvement; position - part-time retail sales; start date 1.25.24; 48 hours per month/ 0 hours during trading 3) Bozeman Woodworkers Guild; Gallatin Gateway, MT; non investment related; nature of business - woodworking club that brings presenters to Bozeman for woodworker education; position - secretary, treasurer; start date: 3/6/2026; # of hours / month = 1; # of hours / month during securities trading hours = 0; pay bills, maintain meeting minutes, organize calendar for future events

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-30

Designations

• Certified Financial Planner