Thomas Matthew Licwinko

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

• 04/2015 → 02/2018
  Scottrade
  Hatfield, PA
• 02/2018 → 09/2019
  Td Ameritrade, Inc.
  Hatfield, PA
• 09/2019 → 10/2020
  Sterling Advisors, A Division Of Bb&T Securities, Llc
  King Of Prussia, PA
• 02/2021 → 10/2022
  The Vanguard Group, Inc.
  Malvern, PA
• 11/2020 → 01/2021
  Unemployed
  Perkasie, PA
• 10/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2021-02-24 → 2022-11-01
  Vanguard Advisers, Inc.
  Malvern, PA
• 2019-09-25 → 2020-11-24
  Bb&T Securities, Llc
  King Of Prussia, PA
• 2018-02-27 → 2019-09-11
  Td Ameritrade, Inc.
  Hatfield, PA
• 2018-02-26 → 2019-09-11
  Td Ameritrade Investment Management, Llc
  Omaha, NE
  Hatfield, PA
• 2016-08-31 → 2018-02-26
  Scottrade Investment Management
  Saint Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-01-14
• S63 Uniform Securities Agent State Law Examination
  2013-07-08

Designations

• Certified Financial Planner

Other Names

• Thomas M Licwinko
• Thomas Licwinko
• Thomas Matthew Licwinko