Wells Fargo Advisors
46yrs
Top advisor by experience in Overland Park
12yrs
Christian Thomas is a financial advisor in Overland Park, Kansas, with 12 years in the industry. After four years at Lockton Investment Advisors and three years at USI Advisors, Christian joined Creative Planning in 2021, a firm offering financial planning, investment management, and private fund management. Christian holds the CFA designation.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 52% of advisors at Creative Planning
Office5454 W. 110th Street, Overland Park, KS 66211
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.11 million
Advisors at the firm1,172
States licensed ?1 state
Services through Creative Planning
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowCreative PlanningCurrent firm
- 2018 – 2021Lockton Investment Advisors, LLCPreviously
- 2014 – 2017USI AdvisorsPreviously
Contact Christian
Local office(913) 338-2727Ask for Christian. (866) 909-5148Main office 5454 W. 110th StreetOverland Park, KS 66211Office · Get directions X (Twitter) pageCreative Planning
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Questions to ask Christian
Tailored to Christian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Christian
How do I contact Christian?
Call Christian’s local office at (913) 338-2727 or the Creative Planning main office at (866) 909-5148, and ask for Christian Thomas.
How long has Christian been a financial advisor?
Christian has been in the industry since 2014, about 12 years. More experience than 52% of advisors at Creative Planning.
What licenses does Christian hold?
Series 63. Tap any license on this page to see what it allows.
Is Christian a fiduciary?
Christian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Christian paid?
Creative Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Christian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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