Brock Martin Becker

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

• 01/2013 → 01/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 02/2015 → Present
  Sageview Private Client Group
  Irvine, CA
• 01/2009 → Present
  Sageview Advisory Group
  Irvine, CA
• 06/2023 → 01/2026
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 01/2026 → Present
  Creative Planning, Llc
  Newport Beach, CA

Previous Registrations

• 2009-01-07 → 2026-03-13
  Creative Planning Institutional Advisors, Llc
  Deer Park, IL
  Newport Beach, CA
• 2023-06-29 → 2026-01-21
  Cetera Investment Advisers Llc
  Deer Park, IL
  Simi Valley, CA
  Newport Beach, CA
• 2016-03-24 → 2025-12-09
  Sageview Private Client Group, Llc
  Newport Beach, CA
• 2008-10-09 → 2023-06-29
  Cetera Wealth Services, Llc
  Deer Park, IL
  Newport Beach, CA
  El Segundo, CA
  Morristown, NJ
  El Segundo, CA
  Newport Beach, CA
• 2015-03-09 → 2015-12-31
  Sageview Private Client Group, Llc
  Newport Beach, CA

Other Businesses

NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE

Exams

• S66 Uniform Combined State Law Examination
  2004-10-30
• S63 Uniform Securities Agent State Law Examination
  2001-07-30

Designations

• Certified Financial Planner