Nancy Nuernberger Thomsen

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
TX	RA	APPROVED	2019-02-11
KS	RA	APPROVED	2016-01-04

TX RA
APPROVED

Since 2019-02-11
KS RA
APPROVED

Since 2016-01-04

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
Creative Planning	Overland Park	KS	01/2016	Present

01/2016 → Present

Creative Planning

Overland Park, KS

Previous Registrations

2012-01-24 → 2015-12-31

Vantage Investment Partners, Llc

Kansas City, MO

Other Businesses

Land ownership; Investment-related; Lenora, KS; Small field which farmer will grow corn and wheat. Will potentially receive percentage of profit; Sole proprietor; Start 3/2026; 1 hour/month; 0 hours/month during securities trading hours;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-01-23

S65 Uniform Investment Adviser Law Examination

2012-01-23

Designations

Certified Financial Planner

Other Names

Nancy Lynn Nuernberger

View on SEC IAPD