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Brien Todd Stewart

Creative Planning

Knoxville, TN

Overland Park, KS

Creative Planning Institutional Advisors, LLC

Knoxville, TN

Newport Beach, CA

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2026-07-29
  • TN RA
    APPROVED
    Since 2026-07-29

Branch Locations

3834 Sutherland Ave, Knoxville, TN 37919 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Creative Planning Institutional Advisors, Llc

4000 Macarthur Blvd. Suite 1050, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2012-01-03
  • TN RA
    APPROVED
    Since 2012-01-03

Branch Locations

Knoxville, TN • 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
Creative Planning Institutional Advisors, Llc Newport Beach CA 01/2008 Present
Cetera Wealth Services, Llc El Segundo CA 01/2013 12/2025
Creative Planning, Llc Overlandpark KS 12/2025 Present
Previous Registrations
  • 2009-12-04 → 2015-12-31
    Sageview Private Client Group, Llc
    Knoxville, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-03-03
  • S66 Uniform Combined State Law Examination
    2008-03-03
Designations
Other Names
  • Brian Todd Stewart

View on SEC IAPD

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FIFTH THIRD SECURITIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
TRUIST ADVISORY SERVICES, INC.
PFS INVESTMENTS INC.
SAGESPRING WEALTH PARTNERS

Other Investors

WILLIAM HANKINS
JAMES COFFEY
GARY J MORRIS
WILLIAM MICHAEL HOTZFIELD
HUNTER NICHOLSON
ROBERT SASS
JONATHAN LOVE
HUNTER ROCK

Other Offices

STRATEGIC ADVISERS LLC · KNOXVILLE, TN
RAYMOND JAMES & ASSOCIATES, INC. · KNOXVILLE, TN
EDWARD JONES · FARRAGUT, TN
FIFTH THIRD SECURITIES, INC. · KNOXVILLE, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Farragut, TN
TRUIST ADVISORY SERVICES, INC. · KNOXVILLE, TN
PFS INVESTMENTS INC. · KNOXVILLE, TN
EDWARD JONES · KNOXVILLE, TN

More in Knoxville, TN

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