Kimberly Beth Thomas

Employer firm

Muntz Financial, LLC CRD 145971

$178M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• INVESTMENT ADVISORY SERVICES TO DEFINED CONTRIBUTION PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2023 → 12/2023
  Creative Wealth Management, Llc
  Ocean Pines, MD
• 03/2021 → 11/2021
  Sei Private Trust Company
  Oaks, PA
• 06/2015 → 02/2017
  The American College Of Financial Services
  King Of Prussia, PA
• 05/2017 → 02/2018
  Soma
  Collegeville, PA
• 06/2024 → 09/2025
  Thrive Capital Management, Llc
  Fort Washington, PA
• 12/2023 → 03/2024
  Creative Wealth Management, Llc
  Ocean Pines, MD
• 11/2021 → 04/2022
  Sei Privat Trust Company
  Oaks, PA
• 04/2022 → 03/2023
  Sei Private Trust Company
  Oaks, PA
• 02/2017 → 10/2018
  The American College Of Financial Services
  King Of Prussia, PA
• 10/2018 → 12/2020
  The American College Of Financial Services
  King Of Prussia, PA
• 02/2018 → 11/2018
  Soma
  Collegeville, PA
• 09/2025 → Present
  Muntz Financial
  Doylestown, PA

Previous Registrations

• 2024-06-07 → 2025-10-01
  Thrive Capital Management, Llc
  Fort Washington, PA
• 2023-12-12 → 2024-03-31
  Cwm Advisory, Llc
  Ocean Pines, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-12

Other Names

• Kimberly B Dickinson
• Kimberly Beth Dickinson