Edward Ashley Wagner

Employer firm

Creative Planning Institutional Advisors, LLC CRD 126777

$37.5B regulatory AUM 1,732 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2005 → 01/2021
  Willis
  San Diego, CA
• 12/2005 → 03/2026
  Cetera Advisor Networks Llc
  El Segundo, CA
• 10/2006 → Present
  Creative Planning Institutional Advisors, Llc
  Newport Beach, CA
• 12/2005 → 03/2026
  Cetera Wealth Services, Llc
  El Segundo, CA
• 04/2026 → Present
  Creative Planning, Llc
  Overland Park, KS

Previous Registrations

• 2005-05-12 → 2005-12-07
  Walnut Street Securities, Inc.
  San Diego, CA
• 2003-04-25 → 2005-02-03
  Citigroup Global Markets Inc.
  Beaverton, OR

Other Businesses

(1) 07/15/07 - SOLICITS AND SELLS FIXED INSURANCE OR ANNUITY PRODUCTS (LIFE & ANNUITIES) - INVESTMENT ADVISORY ACTIVITIES FOR SAGEVIEW ADVISORY GROUP

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-04-24
• S66 Uniform Combined State Law Examination
  1998-12-04