Thomas Licwinko (CRD# 6187594) is an Investment Advisor Representative working at Creative Planning in Perkasie, PA and has over 10 years of experience in the finance industry. Thomas Licwinko has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6279325
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 2432429
Avantax Advisory Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creative Planning, LLC | Overland Park, KS | Oct 2022 - Current | 1 |
| The Vanguard Group, Inc. | Malvern, PA | Feb 2021 - Oct 2022 | 1 |
| Unemployed | Perkasie, PA | Nov 2020 - Jan 2021 | < 1 |
| Sterling Advisors, A Division Of Bb&t Securities, LLC | King Of Prussia, PA | Sep 2019 - Oct 2020 | 1 |
| Td Ameritrade, Inc. | Hatfield, PA | Feb 2018 - Sep 2019 | 1 |
| Scottrade | Hatfield, PA | Apr 2015 - Feb 2018 | 2 |
| Transnoble Logistics | Lahaska, PA | Jul 2012 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2013 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
- PA
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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
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