Investment adviser representative · Creative Planning
Thomas J. Demko
CRD 5910769 · Overland Park, KS
At a glance
Thomas J. Demko is an investment adviser representative with Creative Planning in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thomas’s SEC record dates to 2012, about 14 years ago.
Current advisory firms
- Creative PlanningSince January 2026Overland Park, KS · $296B in regulatory assets
- Creative Planning Institutional Advisors, LLCSince August 2018Newport Beach, CA · $38B in regulatory assets
SEC adviser record
- Registered since
- 2012 (14 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thomas’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.