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Thomas Paul Simonson

Creative Planning

Overland Park, KS

Cornelius, NC

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Current Employers
Creative Planning

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2021-12-17
TX RA APPROVED 2021-12-17
  • NC RA
    APPROVED
    Since 2021-12-17
  • TX RA
    APPROVED
    Since 2021-12-17

Branch Locations

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

Cornelius, NC • 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
Lockton Companies, Llc Charlotte NC 08/2012 12/2021
Lockton Financial Advisors, Llc Charlotte NC 08/2012 12/2021
Lockton Investment Advisors, Llc Kansas City MO 08/2012 12/2021
Creative Planning, Llc Overland Park KS 12/2021 Present
  • 08/2012 → 12/2021
    Lockton Companies, Llc
    Charlotte, NC
  • 08/2012 → 12/2021
    Lockton Financial Advisors, Llc
    Charlotte, NC
  • 08/2012 → 12/2021
    Lockton Investment Advisors, Llc
    Kansas City, MO
  • 12/2021 → Present
    Creative Planning, Llc
    Overland Park, KS
Previous Registrations
  • 2012-08-20 → 2021-12-17
    Lockton Investment Advisors, Llc
    Charlotte, NC
    Overland Park, KS
  • 2003-09-24 → 2012-08-10
    Mmc Securities Llc
    Charlotte, NC
    Charlotte, NC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-05-13
  • S63 Uniform Securities Agent State Law Examination
    1994-05-13
Designations
Other Names
  • Tom Simonson

View on SEC IAPD

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MARINER · OVERLAND PARK, KS
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MARINER · OVERLAND PARK,, KS
PCG WEALTH MANAGEMENT · OVERLAND PARK, KS
MARINER ADVISOR NETWORK · OVERLAND PARK, KS
ASPEN PRIVATE CREDIT MANAGER, LLC · OVERLAND PARK, KS
AMERIPRISE FINANCIAL SERVICES, LLC · Overland Park, KS

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