Kymona C. Thomas

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

• 03/2024 → Present
  Pearson
  New York, NY
• 01/2014 → 03/2018
  Vanguard Marketing Corporation
  Charlotte, NC
• 03/2018 → 08/2019
  Tiaa
  Charlotte, NC
• 03/2018 → 08/2019
  Tiaa-Cref Individual & Institutional Services, Llc
  Charlotte, NC
• 01/2020 → 02/2021
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 08/2019 → 01/2020
  Unemployed
  Charlotte, NC
• 03/2021 → 10/2021
  Lpl Financial Llc
  Fort Mill, SC
• 11/2021 → 12/2022
  Gwfs Equities, Inc
  Greenwood Village, CO
• 12/2022 → Present
  Creative Planning, Llc
  Overland Park, KS

Other Businesses

Pearson; Not investment related; 330 Hudson Street, New York, NY 10013; Education ; Exam scorer; Start 3/19/2024; 20 hours/month; 0 hours/month during trading hours; score exams

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-04-03
• S63 Uniform Securities Agent State Law Examination
  2014-03-20

Other Names

• Kymona Chantel Singleton
• Kymona Singleton
• Kymona Thomas