Tina Jo Standish

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

• 03/2008 → 12/2021
  Lockton Investment Advisors, Llc
  St. Louis, MO
• 05/2007 → 12/2021
  Lockton Financial Advisors, Llc
  St. Louis, MO
• 03/2008 → 12/2021
  Lockton Companies, Llc
  St. Louis, MO
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2008-07-22 → 2021-12-17
  Lockton Investment Advisors, Llc
  St. Louis, MO
• 2000-06-22 → 2002-10-15
  Wells Fargo Clearing Services, Llc
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2008-07-21
• S65 Uniform Investment Adviser Law Examination
  1996-02-16
• S63 Uniform Securities Agent State Law Examination
  1996-01-22

Other Names

• Tina J Anderson
• Tina Jo Swinger