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Thomas L
CFP®, Series 65
Bozeman, MT
Creative Planning
Thomas Langmo is a CFP® and holds a Series 65 license with five years of industry experience. He has worked at Creative Planning since 2022 and was previously with Wipfli Financial Advisors and WipFli LLP. Outside of his financial advisory role, he owns a lawn care and handyman business and works part-time in retail home improvement. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals, pension plans, and corporations. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure, managing approximately $295.6 billion in client assets across more than 1,100 advisors.
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