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Creative Planning Institutional Advisors, LLC CRD 126777
$37.5B regulatory AUM 1,732 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-01-29 |
| GA | RA | APPROVED | 2025-01-15 |
| IL | RA | APPROVED | 2024-12-12 |
| WV | RA | APPROVED | 2024-12-11 |
| OH | RA | APPROVED | 2024-12-03 |
| MD | RA | APPROVED | 2024-12-02 |
| NY | RA | APPROVED | 2024-12-02 |
| PA | RA | APPROVED | 2024-12-02 |
| TX | RA | APPROVED | 2024-12-02 |
| VA | RA | APPROVED | 2024-12-02 |
Branch Locations
4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States
Middletown, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Corporation | Boston | MA | 11/2010 | 05/2019 |
| Lpl Financial Corporation | Boston | MA | 11/2010 | 05/2019 |
| Independent Financial Partners | Frederick | MD | 04/2012 | 05/2021 |
| Global Retirement Partners, Llc | San Rafael | CA | 04/2021 | 12/2024 |
| Creative Planning Institutional Advisors, Llc | Newport Beach | CA | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-01-14 |
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