Krista Nicole Thompson

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

• 09/2018 → 07/2019
  Plancorp, Llc
  St. Louis, MO
• 07/2012 → 09/2018
  Brown Smith Wallace, Llp
  St. Louis, MO
• 10/2019 → 08/2021
  Cwm, Llc Dba Carson Wealth
  Omaha, NE
• 08/2021 → Present
  Creative Planning, Llc
  Omaha, NE

Previous Registrations

• 2019-10-29 → 2021-09-08
  Cwm, Llc
  Omaha, NE
  Omaha, NE
• 2019-03-26 → 2019-08-07
  Plancorp, Llc
  Saint Louis, MO

Other Businesses

Red Glasses, LLC; Omaha, NE; not investment related; Owner; Rental Property; Start date 5.15.19; 4 hours per month/0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-02-15

Other Names

• Krista Nicole Miesner
• Krista Thompson