Christian Wayne 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

• 07/2014 → 12/2017
  Usi Consulting Group
  Glastonbury, CT
• 09/2014 → 12/2017
  Usi Advisors
  Glastonbury, CT
• 08/2016 → 12/2017
  Usi Securities, Inc.
  Glastonbury, CT
• 12/2017 → 12/2021
  Lockton Companies, Llc
  Hartford, CT
• 12/2017 → 12/2021
  Lockton Financial Advisors, Llc
  Hartford, CT
• 12/2017 → 12/2021
  Lockton Investment Advisors
  Hartford, CT
• 12/2021 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2018-01-08 → 2021-12-31
  Lockton Investment Advisors, Llc
  Farmington, CT
  Overland Park, KS
• 2014-09-05 → 2017-12-12
  Usi Advisors
  Glastonbury, CT

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-10-14

Designations

• Chartered Financial Analyst