Nancy Thomsen
Advisor at Creative Planning
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Creative Planning
Location
Overland Park, KS 66211
Credentials
CFP®, Series 65
Industry experience
14 years
About
Nancy Thomsen is a CFP® and holds a Series 65 license with 14 years of industry experience. She has been with Creative Planning since 2016 and is based in Overland Park, KS. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by additional approaches such as direct indexing and tax-loss harvesting.
Client services
Based on Creative Planning
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Creative Planning
Private / alternative investments
Tax-loss harvesting
ESG / Sustainable investing
Retirement plans for business owners (SEP, solo 401k)
Retirement income strategy
Fee options
Financial planning fees typically range from $1,500 to $15,000; executive programs or complex cases range from $5,000 to $300,000; flat fees are negotiated and agreed upon beforehand
$0 - $500,000: 1.20% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $25,000,000: 0.70% $25,000,001 - $50,000,000: 0.40% $50,000,001 - $100,000,000: 0.30% $100,000,001+: 0.25%
Negotiable hourly fee for Retirement Plan Services and financial planning services
Account minimum: $200,000 Minimum fee: Minimum management fee for clients with assets under $500,000; $10,000 minimum for nonprofit organizations; $10,000 minimum for consulting services in Retirement Plan Services; $1,000 minimum for 3(38) investment advisory services in Retirement Plan Services
Location
5454 W. 110 Th Street
Overland Park, KS 66211
Most active in
Nancy T has reported serving >5 clients in these states in the last 12 months.
Kansas · Texas
Work history
Creative Planning
2016 - Present (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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