Thomas Joseph Annin

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

• 07/2016 → 06/2018
  Bos
  San Francisco, CA
• 06/2018 → Present
  Sullivan, Bruyette, Speros & Blayney, Llc.
  Mclean, VA
• 04/2021 → Present
  Creative Planning, Llc.
  Overland Park, KS

Previous Registrations

• 2019-10-15 → 2021-04-13
  Sbsb Financial Advisors
  Mclean, VA
• 2016-08-18 → 2018-06-01
  B|O|S
  San Francisco, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-18

Designations

• Certified Financial Planner