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Irving Monroe Isaacson

Creative Planning Institutional Advisors, LLC

Newport Beach, CA

Pheonix, AZ

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Current Employers
Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2021-11-09
  • AZ RA
    APPROVED
    Since 2021-11-09

Branch Locations

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

2355 East Camelback Rd. Ste 500, Pheonix, AZ 85016 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mjm401K, Llc Phoenix AZ 05/2007 06/2021
Creative Planning Institutional Advisors, Llc Newport Beach CA 07/2021 Present
Previous Registrations
  • 2008-04-03 → 2021-12-14
    Mjm401K, Llc
    Phoenix, AZ
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-08-10
S63 Uniform Securities Agent State Law Examination 2003-05-15
  • S65 Uniform Investment Adviser Law Examination
    2007-08-10
  • S63 Uniform Securities Agent State Law Examination
    2003-05-15

View on SEC IAPD

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