Thomas Altimont (CRD# 6767013) is an Investment Advisor Representative working at Creative Planning in Overland Park, KS and has over 6 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Dallas, TX | Dec 2021 - Current | 2 |
| Lockton Investment Advisors, LLC | Dallas, TX | Sep 2017 - Dec 2021 | 4 |
| Lockton Financial Advisors, LLC | Dallas, TX | Mar 2017 - Dec 2021 | 4 |
| Lockton Companies, LLC | Dallas, TX | Mar 2017 - Dec 2021 | 4 |
| First Financial Bank | Abilene, TX | Oct 2015 - Mar 2017 | 1 |
| Unemployed | Southlake, TX | May 2015 - Oct 2015 | < 1 |
| Abilene Christian University | Abilene, TX | Aug 2013 - May 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
| S63 | Uniform Securities State Law Examination | Nov 2017 |
- TX
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Total Assets Under Management175,272MILLIONS
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Total Number of Accounts234,298ACCOUNTS
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Average Account Value$748,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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