Daniel Robert Stewart

Employer firm

Creative Planning CRD 105348

$296B regulatory AUM 1,767 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2007 → 01/2022
  Channel Financial
  Golden Valley, MN
• 11/2010 → 02/2017
  Lpl Financial Corporation
  Golden Valley, MN
• 12/2014 → 12/2021
  Resources Investment Advisors, Inc.
  Leawood, KS
• 02/2017 → 12/2021
  Triad Advisors, Inc.
  Norcross, GA
• 11/2021 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, MN
• 02/2022 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 01/2026 → Present
  Creative Planning, Llc
  Eden Prairie, MN

Previous Registrations

• 2014-12-22 → 2022-01-06
  Onedigital
  Golden Valley, MN
  Overland Park, KS
• 2014-01-21 → 2017-03-02
  Lpl Financial Llc
  Golden Valley, MN
  Bryan, OH
• 2014-01-28 → 2014-12-31
  Financial Advocates Advisory Services
  Olympia, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2000-11-17