Inactive

Loch Thomas Louis

Creative Planning

Overland Park, KS

CRD 8164019

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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:

Current Employers

Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

Authority	Category	Status	Date
KS	RA	APPROVED	2026-08-24

KS RA
APPROVED

Since 2026-08-24

Branch Locations

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Jax Mudjacking	Grandview	MO	05/2021	08/2023
Creative Planning, Llc	Overland Park	KS	06/2025	Present
Student	Warrensburg	MO	08/2023	06/2025
Student	Overland Park	KS	06/2015	05/2021

05/2021 → 08/2023

Jax Mudjacking

Grandview, MO
06/2025 → Present

Creative Planning, Llc

Overland Park, KS
08/2023 → 06/2025

Student

Warrensburg, MO
06/2015 → 05/2021

Student

Overland Park, KS

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-08-24

S65 Uniform Investment Adviser Law Examination

2026-08-24

View on SEC IAPD

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Nearby Investors

ALANA DENNEY SCOTT

MARK RICHARD VLASIC

MATTHEW DOUGLAS FISHER

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MARINER · OVERLAND PARK, KS

MARINER INDEPENDENT · OVERLAND PARK, KS

MARINER WEALTH · OVERLAND PARK, KS

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