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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
NC RA APPROVED 2025-07-15
VA RA APPROVED 2020-01-29
  • NC RA
    APPROVED
    Since 2025-07-15
  • VA RA
    APPROVED
    Since 2020-01-29

Branch Locations

4600 Cox Road Suite 350, Glen Alen, VA 23060 • United States

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • 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
Principal Financial Richmond VA 02/2002 12/2019
Princor Richmond VA 02/2004 12/2019
Creative Planning Institutional Advisors, Llc Newport Beach CA 02/2020 Present
Stephanie R Bennett Memorial Scholarship Fund Glen Allen VA 07/2005 Present
Cetera Wealth Services, Llc El Segundo CA 02/2020 12/2025
  • 02/2002 → 12/2019
    Principal Financial
    Richmond, VA
  • 02/2004 → 12/2019
    Princor
    Richmond, VA
  • 02/2020 → Present
    Newport Beach, CA
  • 07/2005 → Present
    Stephanie R Bennett Memorial Scholarship Fund
    Glen Allen, VA
  • 02/2020 → 12/2025
    Cetera Wealth Services, Llc
    El Segundo, CA
Previous Registrations
Other Businesses

1.NAME OF OTHER BUSINESS: SAGEVIEW ADVISORY GROUP, LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: SEC REGISTERED INVESTMENT ADVISORY FIRM POSITION/TITLE/RELATIONSHIP: RETIREMENT PLAN CONSULTANT START DATE: 02/2020 APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT 2. NAME OF OTHER BUSINESS: STEPHANIE R BENNETT MEMORIAL SCHOLARSHIP FUND INVESTMENT RELATED: NO ADDRESS: 350 ANGLE PLANTATION ROAD NATURE OF BUSINESS: SCHOLARSHIP START DATE: 07/2005 POSITION/TITLE/RELATIONSHIP: BOARD MEMBER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN ONE BRIEF DESCRIPTION OF DUTIES: BOARD MEMBER

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-03-09
  • S66 Uniform Combined State Law Examination
    2005-03-09
Other Names
  • Deanna Leigh Powell
  • Deanna Leigh Powell

View on SEC IAPD

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